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Aberdeen Global - Indian Equity A2 Acc USD

Ranked 277 out of 343 in - India over 12 months
All calculations are in INR unless stated

Managed by

Hugh Young

Asia expert Hugh Young has more than 20 years' experience in fund management and he aims to identify undervalued investment opportunities through detailed company analysis. Born in 1958, Young joined Aberdeen in 1985 after stints at MGM Assurance and Fidelity. In 1992, he set up the group's Asia-Pacific headquarters in Singapore, where he plays a key role in the investment team led by Peter Hames. He was subsequently promoted to head of emerging markets and now oversees the Asian, European, Middle Eastern, African and Latin American markets. Young, a Politics graduate from Exeter University, runs a wide range of funds for Aberdeen, including unit trusts, investment trusts and offshore portfolios.

Objective

The Fund's investment objective is long-term total return to be achieved by investing at least two-thirds of the Fund's assets in equities and equity-related securities of companies with their registered office and/ or, of companies which have the preponderance of their business activities and/or, of holding companies that have the preponderance of their assets in companies with their registered office in India.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.7% 6.1% 1.1%
2016 0.5% -0.5% 8.3% 1.2% -7.9%
2015 0.5% 5.0% -1.5% -3.8% 1.0%
2014 37.0% 6.0% 11.3% 9.0% 6.5%
2013 12.5% 1.0% 1.4% 3.3% 6.4%
2012 24.3% 11.6% 1.5% 7.0% 2.5%
2011 -12.5% -5.4% 2.5% -7.4% -2.6%
2010 29.9% 4.3% 4.6% 14.5% 4.0%
2009 73.4% -1.6% 37.8% 24.2% 3.0%
2008 -42.2% -18.1% -7.0% -3.3% -21.6%
2007 29.8% -4.6% 11.9% 7.7% 12.9%
2006 25.3% 12.0% -14.5% 19.2% 9.8%
2005 33.4% -5.3% 7.3% 19.3% 10.1%
2004 20.9% -2.7% -11.7% 13.3% 24.3%
2003 98.3% -7.0% 23.0% 27.5% 36.0%
2002 13.7% 16.4% -3.0% -7.6% 9.1%
2001 -4.9% -7.1% 2.6% -14.9% 17.1%
2000 -13.0% 4.0% -7.6% -14.0% 5.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Housing Development Finance Corporation Ltd ORD 10.12
Tata Consultancy Services Ltd ORD 7.38
Infosys Ltd ORD 7.14
Kotak Mahindra Bank Ltd ORD 4.83
ITC Ltd ORD 4.60
Piramal Enterprises Ltd ORD 4.48
Hindustan Unilever Ltd ORD 4.11
Hero MotoCorp Ltd ORD 3.88
Bosch Ltd ORD 3.82
Asian Paints Ltd ORD 3.58
31/07/2017

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Gibraltar
  9. Guernsey
  10. Hong Kong
  11. Hungary
  12. Iceland
  13. Ireland
  14. Italy
  15. Jersey
  16. Korea
  17. Liechtenstein
  18. Luxembourg
  19. Malta
  20. Netherlands
  21. Norway
  22. Peru
  23. Portugal
  24. Singapore
  25. Spain
  26. Sweden
  27. Switzerland
  28. Taiwan
  29. United Arab Emirates
  30. United Kingdom

Fund Info

  • Launch date24/03/2006
  • Share Class size524Mn
  • Base currencyUSD
  • ISIN LU0231490524

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.75%

Related News

Modi mania or Indian impasse: two veteran investors clash

Aberdeen AM's Hugh Young believes potential is passing country by but JPM’s Rajendra Nair is taking a more patient approach.

Indian equity insiders: two top managers reveal their tactics

EM veteran Hugh Young and Citywire AAA-rated Manish Bhatia on the pockets of outperformance in the Indian equity market.

Hugh Young: we can hardly find any value in India

The EM veteran believes ‘Modi mania’ will give way to a painful correction if early euphoria does not produce meaningful reforms.

Hugh Young: Indian prime minister has been hopeless

As India bears the brunt of the IMF's growth downgrades, Aberdeen's Euro Stars A-rated manager adds his voice to calls for economic reforms in the country.

Hugh Young on India: corruption looms larger than inflation

Veteran Asian stock-picker says cleaning up murky dealings in government could remove a major barrier to outside investment.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).