Investment objective: To provide long term capital appreciation to investors by primarily investing in equity and equity related securities listed on recognized overseas stock exchanges across the world.
Options/plans: Growth and dividend (payout) options under both regular plan and direct plan.
Benchmark: MSCI ACWI
Loads: Nil
Minimum Application Amount: Rs.5,000 and in multiples of Rs 10 thereafter.
Minimum Target Amount: Rs 10 crore
Asset Allocation: The scheme shall invest 65-100% in equity and equity related Instruments listed on recognized overseas stock exchanges across the world*. The scheme shall also invest up to 35% in domestic fixed income and money market instruments.
* The scheme will not have any exposure to equity and equity related securities issued by Indian companies and to securities listed in stock exchange(s) in India.
Fund Managers: S Bharath (Equity Portfion) & Dwijendra Srivastava (Fixed Income Portion). S Bharath is the dedicated fund manager for investment in overseas securities.