Reliance India Growth Fund 

Video commentary on the fund

 

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An investor’s dream might look like this:
  • I want to invest in one of the world’s most exciting and diverse countries; a country that has decades of proven growth behind it and decades of growth yet to come
  • I want to invest alongside one of the most successful investors in the world
  • I want that investor to be backed by the resources of one of the world’s most impressive and successful businesses
  • I would like that business to be run by one of the most successful people in the world

We believe we have the opportunity to offer something very special to investors; something that simultaneously addresses all of these needs

An unrivalled India opportunity

The Indian economy has been an unqualified success over the last twenty years. Even during its slowdown years it still typically grows at a pace developed countries can only imagine. Massive tides under the surface of Indian society are leading to equally huge 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 things, there is a great deal of money to be made

Harnessing the best local knowledge, expertise and reach

Reliance is in an enviable position to spot these trends early. With a presence in more than 500,000 towns, cities and villages across India they have their finger on the pulse of a nation of more than 1 billion people. Reliance is a leader in power, infrastructure, entertainment, financial services, telecommunications and many other industries. If you can imagine Tesco, the BBC, HSBC, BT and BP rolled into one, you have an idea of the reach that Reliance has

This great breadth and depth provides the fund management team at Reliance with exceptional access to companies, politicians and other key figureheads. Of course, all of this is only of use if it translates into strong investment performance

An investment house with a long history of outperformance

The performance delivered by Reliance over almost 20 years has been nothing short of outstanding. Their flagship fund, the Reliance Growth Fund, has given its investors a return of XX%, simply miles ahead of the YY% delivered by the Sensex index.  The graph below shows just how much better the Reliance Growth Fund has performed than even some of the very best known names from other markets such as the Invesco Perpetual High Income Fund or Warren Buffet’s Berkshire Hathaway

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Now accessible to UK and European investors

The Reliance Growth Fund has historically been very hard to access for anyone living outside of India. We are delighted that Reliance have now harnessed this capability within an EU regulated UCITS fund structure which allows all the benefits of access to the India story and the fund management capability of Reliance however in a format that is friendly to UK and European investors

A focused portfolio

India is a diverse market of more than 7,000 shares and offers terrific opportunities for diligent managers who have undertaken detailed research

If a company succeeds in India it has over 1 billion potential domestic customers; 20 times more than a UK company. It is clear to see why an Indian success can be so much bigger than a success elsewhere

This fund aims to invest in typically 30 – 40 companies to provide a diversified investment portfolio yet focused in its approach

The King of the ‘Multi Bagger’

Reliance is enormously excited about showcasing their talents in this investment fund. They see a plethora of stocks they believe have the potential to perform well and are proud to be able to extend their capability to UK and European investors

At Cohesion Investments we aim to bring you not just more choice but better choice. We think that principle should apply to information too. Our approach is one that we hope you will find refreshingly different. We only issue fund updates when one of our world-class fund managers really has something to say that hasn’t been said by everyone else.  This way you can be sure that when we produce something, we really do think it is worth reading

See below to read our updates on the Reliance India Growth Fund

Further Details

Cohesion says

Fund commentaries

Click below to read Reliance’s current market thoughts