FMG India Opportunity Fund
Description.
India offers tremendous opportunities for investors due to its increased presence in the global economy. India has consistently delivered an average growth rate of 8% p.a for the past several years. India’s long term growth story is driven by both internal consumption and investment remains largely intact and puts the country in relatively better macroeconomic conditions as compared to other major economies.
Some India Keypoints:
Stronger economic resiliency vs. most other regional economies.
Domestic liquidity is expected to improve as most mutual funds have more than 20% in cash and fixed income investment looks unattractive vs. equities.
India has the second highest domestic savings rate of 34%, second to China in the world, and its banking and financial system is in relatively good shape and well isolated to the global financial crisis.
India equity markets are still dominated by foreign institutional investors and domestic mutual funds.
Retail investors still have little participation, which could potential become a liquidity booster in the near future.
Strategy.
The FMG Opportunity India Fund offers investors access to an opportunistic and highly concentrated portfolio of small to mid cap stocks in India, currently with three managers.
Portfolio Snapshot:
• 33 Fast Growing Indian Companies with solid balance sheets
• 10X P/E 2011
• 50+% Earnings Growth (EG)
• PEG of 0.15 (PE/Earnings Growth)
51% Mid Cap, 18% Large Cap, 16% Small Cap , 15% Cash
Information.
| Fund Start | December 1, 2007 |
| Risk Level | High |
| Management | Multi Managed |
| Investment Profile | Emerging Markets |
| Investment Focus | Indian Mid Cap |
| Fund Structure | SICAV (PIF) |
| Dealing | Weekly, 1st business day |
| Investment Horizon | 3-5 Years |
| More Details | See Factsheet - request below |
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