INTRODUCING THE NEXT GENERATION . . .

In recent years, India's rapid progress towards economic superpower status has been widely documented. But now there's a new generation of rapid growth companies coming through, which most overseas investors have yet to register.

The Alquity Indian Subcontinent Fund offers our investors a chance to be among the first to catch this wave, focusing on dynamic private sector "New India" companies, mainly in consumer, leisure, retail and logistics. Fund manager Mike Sell is also looking for exciting growth potential across the Subcontinent, by investing in frontier markets such as Pakistan, Sri Lanka and Bangladesh . . .

50%

of India's population is under 25

4.7%

India's GDP Growth rate (2013)

300m

Indian middle class people

2k

Lives transformed through this fund

Fund Prices

NAV dateShareclass nameISINShareclass ccyPrice
20/11/2017ALU1049767863EUR145.07
20/11/2017ALU1049767863GBP128.50
20/11/2017ALU1049767863USD170.43
20/11/2017BLU1049767947EUR141.75
20/11/2017BLU1049767947GBP125.57
20/11/2017BLU1049767947USD166.54
20/11/2017MLU1049768242EUR152.05
20/11/2017MLU1049768242GBP134.69
20/11/2017MLU1049768242USD178.64
20/11/2017RLU1049768085GBP214.98
Mike SellV2

I passionately believe in the future potential of Asia over the next 20 years. Alquity’s Virtuous Circle model and investment philosophy will help me play to my strengths, delivering strong long-term returns to shareholders.

Mike Sell

Director of Investment Process & Head of Asian Investments

More about Mike Sell

Meet The Manager

India is only just beginning to grow - and Mike is tapping into this by going against the grain and focusing on its emerging urban consumer. Watch his latest video update here... Read This Month's Market Commentary

Top 10
Holdings

  1. Heidelberg Cement India6.0%
  2. M&M Financial Services5.7%
  3. Astral Polyteknik5.2%
  4. Yes Bank5.2%
  5. Oberoi Realty4.9%
  6. Indusind Bank4.8%
  7. Jamna Auto4.8%
  8. Vmart4.7%
  9. TVS Motors4.4%
  10. Redington4.4%

Geographic
Allocation

  • India 98.0%
  • Sri Lanka 1.0%
  • Bangladesh 1.0%
  • Cash 0.0%

Industry
Allocation

  • Banks 13.9%
  • Capital Goods 13.8%
  • Automobiles 9.1%
  • Materials 9.0%
  • Retailing 8.3%
  • Consumer Durables 7.3%
  • Diversified Financials 7.1%
  • Transportation 6.9%
  • Food & Beverage 5.9%
  • Real Estate 4.8%
  • Tech Hardware 4.3%
  • Insurance 3.6%
  • Pharma 2.9%
  • Household Products 1.8%
  • Consumer Services 1.6%
  • Cash 0.0%

Transforming lives to build economies

We believe in a world where everyone has an equal opportunity to succeed. So we share up to 25% of our fee revenue from our funds to give a leg up to people in the communities where we invest. We work with carefully selected partners across the Indian Subcontinent to empower people in their own communities, helping them to grow the economies that we invest in.

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