ALPS/Kotak India ESG II Fund (INDSX)

Overview

The fund focuses on investing primarily in equity and equity-linked securities of Indian companies, committing at least 80% of its net assets, plus any borrowings for investment purposes, towards this end. It aims to capitalize on the diverse opportunities within India's growing market. The investment strategy includes a wide range of equity securities such as common stocks, preferred stocks, convertible securities, and rights and warrants to buy common stocks. Managed by an Advisor who is inclined to invest across companies of all capitalization sizes, the fund is designed to provide investors with an avenue to participate in the Indian equity market, benefiting from its potential for growth.

Products and Services

• Common Stocks

  Equity interests in corporations that represent ownership and the right to dividends, if declared, after others are paid. Common stockholders typically have voting rights and may benefit from the appreciation of the company's value.

• Preferred Stocks

  A type of equity that generally offers no voting rights but typically has a higher claim on assets and earnings than common stock. Preferred stocks pay dividends at a fixed rate and are prioritized over common stocks in the event of liquidation.

• Convertible Securities

  These are bonds or preferred stocks that can be converted into a predetermined amount of the company's common stock, usually at the discretion of the holder. This provides an opportunity for investors to benefit from potential equity upsides while enjoying the yield and greater protection of debt instruments.

• Rights and Warrants to Buy Common Stocks

  Rights are short-term entitlements to purchase additional shares at a specified price, while warrants are longer-term. Both rights and warrants offer the opportunity to buy company stock at a given price before the expiry date. These instruments can become valuable if the stock price increases substantially.