Cohesion India Best Ideas Fund

If you were asked to produce a blueprint for a potential investment opportunity, what might it look like?
Your ‘wish-list’ might look something like this:
  • I want to invest in one of the world’s more diverse countries; a country that has decades of growth behind it and the potential of further growth in the future
  • I want to invest alongside one of the most experienced investment managers in that country
  • I want my investment to be backed by the resources of a world-renowned business covering several industries
  • I want that business to be run by one of the most successful families in India and globally
  • I want to invest only in the fund manager’s best ideas and views

We believe that with Reliance Nippon Life Asset Management (RNAM), our fund partner, we have the opportunity to offer something unique to potential investors; something that may simultaneously address all of these needs

An unrivalled India opportunity

In our opinion, the Indian economy even during its slowdown years typically grew at a pace developed countries can only imagine. We believe movements under the surface of Indian society are leading to growing opportunities for companies in India. As people increasingly move into cities, attain middle class status and want houses, cars, motorbikes, fridges, televisions, financial services, entertainment and a host of other items, we feel there is the opportunity for investors to see a strong potential return from investments in India

Following November 2016’s Demonetisation and the implementation of the Goods & Services Tax (GST) in July 2017, Prime Minister Narendra Modi has asserted himself as a dominant leader in India and these key steps, amongst others, will serve as a catalyst to accelerate the Indian story

Harnessing the local knowledge, expertise and reach

We believe Reliance are in an enviable position to spot trends early. With a presence in major towns, cities and villages across India, serving 250 million customers1, they are close to the latest economic and social developments. Reliance is a leader in power, infrastructure, entertainment, financial services, telecommunications and many other industries

This breadth and depth provides the fund management team at RNAM with access to companies, politicians and other key figureheads

Source: 1Reliance 31/03/2018

For Professional Investors only and not for redistribution to the general public

Key Risks: Past performance does not guarantee future results and the value of all investments and the potential income derived there from can decrease as well as increase. Risks of investing in India include, among others, political, commercial, environmental, economic and FX risk. Investing in equities is considered to be “high risk"

Further Details

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