India Share Portfolio

1 Month Return as at
22-10-2021

7.33%
6 Month Return as at
22-10-2021

37.02%
1 Year Return as at
22-10-2021

52.9%
Dividend
Yield

1.07%
Vue category

Global Trends

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Portfolio overview

The India share portfolio, known as a Vue, is a concentrated portfolio of ten shares comprising some of the largest blue-chip companies from India.

These companies are market leaders in their industry in India and, in some cases, have established an extensive presence globally as well.

This Vue contains

To see all the stocks

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Investment Strategy

Getting direct access to the Indian stock exchanges for retail investors from overseas is quite difficult given the regulatory regime. Hence, we endeavour to provide investors exposure via ADRs and listings of Indian companies on foreign exchanges.

The creation of the Vue is filter driven wherein we include ten of the largest and most liquid Indian companies. This is primarily due to the scarce number of investment opportunities that are available as ADRs/foreign listings and the ability to meet liquidity constraints for the portfolio.

MARKET CAP OF SHARES CONTAINED IN THIS VUE

Investment Objective

Investment timeframe
3 Years +

The investment objective is to outperform the MSCI World Ex-Australia Index (Net/AUD) over a five-year investment horizon.

This Vue is intended as a long-term investment with low stock turnover. It is reviewed and rebalanced (if required) every quarter.

Investor Suitability

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Portfolio Performance

Where and what will I be investing in?

INDUSTRIES YOU WILL BE INVESTING IN

There is no substitute for rigourous research

With over 30 years’ experience in global equity markets, our Head of Investment committee use's complex proprietary models to bring you the world’s best and most innovative companies.

Head of Investment Committee

Clay Carter

Clay's 30+ years of experience includes senior portfolio management roles at AMP, Legal and General Life of Australia, PM Capital, QBE Insurance and Perennial Investment Partners. He has developed alternative methods to traditional market analysis and portfolio management, was a key contributor to the Eureka Report, and regularly appears on CNBC Asia and Bloomberg TV.

1. Identify Vue theme

We identify a global trend, issue or investment style that we believe makes for a compelling long-term investment story.

2. Run quantitative model to create shortlist

We run our proprietary multi-factor share selection model to rank shares by attractiveness.

3. Fundamental research to select shares

We conduct fundamental research to select the final 10 shares. We look at things like sustainable competitive advantage, earnings growth potential and trading multiples.

4. Vue review and rebalance

Vues are reviewed and rebalanced (if required) quarterly or if necessitated by unexpected developments. Clients have discretion whether to implement recommended changes.

0.8%: Research fee
on market value of the holdings

0.0%: Performance fee; Administration fee; Custody fee; Activity fee; Buy/sell spread

We offer a simple and competitive fee structure.

When investing in a Vue, you’ll be charged a flat 0.8% per annum research fee (calculated daily, charged monthly).

We do not charge any additional performance, administration, custody or activity fees. Buy/sell spreads do not apply either.

Normal trading costs will apply when buying and selling shares held within a Vue.

See all applicable fees and charges

Head of Investment Committee