WisdomTree India Earnings Fund (EPI)

Overview

This fund is focused on investing in companies that are incorporated and traded in India. It aims to maintain at least 95% of its total assets in securities or investments that closely match or have substantially identical economic characteristics to those constituent securities that make up its designated index. This index primarily consists of profitable Indian companies that are accessible to foreign investors, based on criteria assessed during the fund's annual index screening. The fund operates under a non-diversified strategy, concentrating its investments in a select group of securities to achieve its investment objectives.

Products and Services

• Index-Based Investment - The fund mainly invests in securities that are part of a specific index comprised of Indian companies. These investments aim to replicate the economic characteristics of the index constituents, ensuring that the fund’s performance closely aligns with the index's performance.
• Access to Profitable Indian Companies - Specializing in the Indian market, the fund grants investors exposure to profitable companies incorporated and traded in India. This focus on profitability and the eligibility for foreign investment makes it a targeted choice for investors looking to diversify internationally.
• Non-Diversified Investment Approach - Unlike diversified funds, this fund adopts a non-diversified strategy, focusing its investments in a narrower range of securities. This approach allows for potentially higher returns from its concentrated investments but also involves higher risks.