India large cap-biased equities. Active concentrated strategy.
Data as of
FSSA Investment Managers is an Asia Pacific and Emerging Markets equities specialist team under the First Sentier Group, a global asset management firm with 11 affiliate investment teams covering distinct asset classes and strategies, managing in total over A$200bn of assets. First Sentier Group is a subsidiary of Mitsubishi UFJ Financial Group.
The FSSA Indian Subcontinent Fund is an actively managed fund seeking to achieve long term capital appreciation, by investing primarily in a diversified portfolio of companies in the Indian subcontinent that comprises of India, Pakistan, Sri Lanka and Bangladesh. Given the market size differences, the fund will be mainly exposed to India with a large cap-bias. The fund adopts a bottom-up stock picking approach using fundamental analysis and close engagement with the shortlisted companies to identify quality companies with growth potential and healthy dividend growth, and thereafter allocates into the convicted companies with a long term investor mindset of 10 years or longer holding period. This sometimes result in contrarian views against prevailing market conditions. The fund has a concentrated portfolio of ~40 stocks.
Price Performance – Maximum Period
Investment-Time-Horizon in years
First Sentier Investors Global Umbrella Fund plc - FSSA Indian Subcontinent Fund
This fund represents active exposure to India subcontinent large cap-biased equities.
Amundi MSCI AC Asia Ex Japan UCITS ETF
Dimensional Funds PLC - World Equity Fund
The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.
This fund represents active exposure to India subcontinent large cap-biased equities.
The fund focuses on a bottom-up investment approach to look for quality companies with growth potential and healthy dividend growth, and invests with a long term (>10 year) holding period, The fund runs a concentrated high conviction portfolio.
Sectors
Geography