Pictet-Indian Equities-RE (7WC0)

Overview

Pictet-Indian Equities-RE is an actively managed equity fund specifically targeting the Indian stock market. This fund concentrates its investments on companies that are either headquartered in India or derive a considerable portion of their revenues from the Indian market. By doing so, it provides investors with access to a diverse spectrum of India’s corporate sector. The investment portfolio generally encompasses key sectors of the Indian economy such as financial services, consumer industries, information technology, and industrials. Through this diverse allocation, the fund reflects the ongoing structural changes in India’s domestic consumption patterns and export capabilities.

In addition to its main focus, the fund also considers investing a smaller fraction of its assets in companies from neighboring South Asian markets like Pakistan, Bangladesh, and Sri Lanka when their business models are significantly interconnected with India's regional growth trends. Managed by the reputable Pictet Asset Management, Pictet-Indian Equities-RE serves as an effective investment tool for those seeking targeted exposure to Indian equities within a broader global or emerging markets context. The fund employs an active stock selection strategy grounded in fundamental research as its primary investment methodology.

Products and Services

• Actively Managed Equity Fund:

  This is the core product offered, focusing on equity investments in the Indian stock market. The fund actively selects stocks based on extensive research and analysis, aiming to outperform the market averages.

• Diversified Portfolio Exposure:

  Investors gain access to a well-rounded portfolio that spans various sectors of the Indian economy, ensuring exposure to multiple industries. This diversification helps manage risks while capitalizing on growth sectors.

• Investment in Neighboring Markets:

  To enhance potential returns, the fund strategically allocates a portion of its assets to companies in South Asian countries like Pakistan, Bangladesh, and Sri Lanka. This approach leverages regional economic interconnections with India, aiming to enhance overall fund performance.

• Fundamental Research Approach:

  The investment strategy is heavily based on rigorous fundamental analysis, where the management team assesses financial health, growth prospects, and market positioning of potential investments to make informed decisions.

• Global and Emerging Markets Allocation:

  Pictet-Indian Equities-RE is ideal for investors looking to integrate dedicated Indian equity exposure within a larger investment portfolio that may include other global or emerging markets assets.