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 yet to come
  • I want to invest alongside one of the most experienced investment managers in that country
  • I want that investor to be backed by the resources of a world renowned business covering several industries
  • I would like that business to be run by one of the most successful people in both that country and global industry
  • I want to invest only in the fund manager’s best ideas and views

We believe that with Reliance Nippon Life Asset Management (RNLAM), 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 move out of the fields and into cities, as they 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 May 2014’s landslide election victory the new Indian government has been reported as asserting itself as a dominant force. We believe Prime Minister Narendra Modi's new Indian government will serve as a catalyst to accelerate the India story

Harnessing the local knowledge, expertise and reach

We believe Reliance Group 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 RNLAM with access to companies, politicians and other key figureheads

Reliance group is excited about showcasing their talents in the UK. Their Chief Strategist, Madhu Kela and Chief Investment Officer RNLAM Equity Mr Sunil Singhania have a strong track record of having identified many companies that have gone on to rise significantly

 

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

Source: 1Reliance 31/12/2015

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”

 

 

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