Nomura Funds Ireland –
India Equity Fund

Key Factors

Our India Equity Fund is a concentrated strategy investing in Indian equities, aiming to deliver a high excess return. The strategy offers an attractive opportunity for investors to benefit from the high growth potential from Indian companies, driven by the dynamic domestic economy, Modi-reform and young population.

• Benchmark: MSCI India.
• Holdings: 40-45 stocks.
• Outperformance target: 4%-6% p.a.
• Tracking Error Range: usually 6%-10% p.a.
• More than 15 years track record – fund incepted in January 2007.

Investment Philosophy

We believe the most effective way to add value consistently in India is through original fundamental research and analysis; market inefficiencies at the individual stock-level are much greater than at the macro-level. Thus, we spend most time and resource here and stock selection is our primary source of added value.

Investment Approach

• Bottom-up approach is based on fundamental research, supported by a large number of visits to Indian companies, including their suppliers and clients by our highly experienced portfolio management team.
• Stock selection is supported by a country specific India stock model with a sector overlay.
• Leverage on the established investment management platform of the core team. Lead manager Vipul Mehta is dedicated to managing India equities portfolios since their inception. All India equity specialists are natives; understand the culture, key issues and opportunities. They travel frequently to India and meet with the management teams of companies, suppliers, employees, etc., but are based at NAM Singapore away from the ‘noise’ of the Indian marketplace.
• We follow a wide and unconstrained investment universe (typically non-market cap biased) which offers us the greatest opportunity and flexibility to select stocks which look attractive on our initial screening. However, we maintain a concentrated investment with 40-45 high conviction stocks to achieve high excess return.

Potential significant risks

Emerging markets or less developed countries may face more political, economic or structural challenges than developed countries. This means your money is at greater risk.

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Fund	ISIN	Annual Report	Semi-annual Report	Fact Sheet	Sales Prospectus	PRIIPs KIDs (English)
Class A EUR	IE00B3SHDY84
Class A USD	IE00B1L8MC56
Class AD EUR	IE00BG869L50
Class AD USD	IE00BG869K44
Class I EUR	IE00B3SHFZ32
Class I USD	IE00B3SHFF36
Class ID EUR	IE00BG869P98
Class ID USD	IE00BG869N74

A German version of the prospectus can be found here.

The English version of the prospectus is legally binding.

The table comprises a selection of the current available share classes (partly not yet active) for the stated Nomura Funds Ireland plc. mutual fund.

As per January 2024

A complete overview of all available share classes and documents of the Nomura Funds Ireland plc can be found here. 

(Please note that the link will access a website for contents of we assume no responsibility and to which our data protection rules do not apply.)

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