Neptune India Fund

For those looking to invest in India this fund was established in 2006, with the new manager coming on board in May 2018. This was our first introduction to the management team and the fund. One main concern is the performance which lags the index over 1 and 3 years and since launch. With a change in management it is difficult at this stage to see if this will change the performance of the fund.

The fund looks to hold between 30 and 50 highest conviction ideas from a universe of 5,000 stocks. In looking across the universe they automatically discount down to 100 to 120 stocks based on liquidity and accounting and corporate governance. They look at three silos for investments…read more

Fund Facts Morningstar


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