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Alquity SICAV-Alquity Indian Subcontinent M USD

Ranked 24 out of 342 in - India over 12 months
All calculations are in INR unless stated

Managed by

Mike Sell

London-based Mike Sell is head of Asian Investments at Alquity Investment Management having joined the group in January 2014 from F&C where he was director of emerging market equity. He was a partner at Thames River Capital until 2011, and prior to that was an emerging market equity director at Baring Asset Management. Mike graduated from the University of Southampton with a degree in Economics.

Objective

The sub-fund will primarily focus on companies that will benefit from the long term growth opportunities in the Indian sub-continent region. The Indian sub-continent region is defined initially as India, Pakistan, Sri Lanka and Bangladesh. Further markets may be added by the Directors as a result of political and/or economic developments over time. This will include investing in frontier markets, small and mid-cap companies, as well as large-cap companies where the manager identifies unrecognized investment opportunities.

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

Performance

India over : 30/09/2016 - 30/09/2017
  • Rank 24/342 Total Return
  • Rank 316/342 Standard Deviation
  • Rank 303/342 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 20.1% 5.6% 7.9%
2016 2.2% -7.1% 12.4% 7.2% -8.7%
2015 -1.8% -0.1% -1.5% -2.6% 2.5%
2014 8.5% 10.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Netherlands
  3. Singapore
  4. Sweden
  5. United Kingdom

Fund Info

  • Launch date23/04/2014
  • Share Class size12Mn
  • Base currencyUSD
  • ISIN LU1049768242

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.60%

Related News

A-rated manager: why India isn’t expensive

Alquity’s Mike Sell believes investors should tap the shift from an informal to a formal economy.

Modi soars through sentiment test, says Asia chief

Alquity Investment’s Mike Sell says 200 million people have effectively shown strong support for the government’s reform agenda.

India’s ‘landmark’ tax bill: what it means for investors

Goods and Services Tax Bill will bring country into 21st century, says Asia-focused team at EM boutique Alquity.

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