The Fund is an actively managed, concentrated portfolio of high quality Indian growth companies
|wdt_ID||As at 30 June 2019||1 Month||3 Months||FYTD||1 Year||Since Inception p.a|
|wdt_ID||Fund Name||31 Dec 18||30 Jun 18||31 Dec 17||30 Jun 17||Distribution Frequency|
|1||Ellerston India Fund||2.9247||18.3176||Nil||2.0269||Half Yearly|
The Fund’s objective is to outperform the MSCI India Net Return (AUD) benchmark on a net of fees basis, with a focus on capital growth and downside protection. Dr Mary Manning and her team aim to generate positive returns and minimise negative returns by investing in companies in which they have the highest conviction. They filter the investment universe repeatedly to identify those companies that are likely to offer the best risk/reward profile, then assess them in detail through disciplined, ‘bottom up’ fundamental analysis and overlay that with their identified structural themes driving growth in India in order to construct the portfolio.
DISCLAIMER: Ellerston Capital Limited ABN 34 110 397 674 AFSL 283000 is the responsible entity and issuer of units in the Ellerston India Fund ARSN 618 549 796. Any information is general and does not take into account your personal objectives, financial situation or needs. Accordingly you should consider the Product Disclosure Statement before deciding whether to acquire or continue to hold units in the Fund available from this website or by contacting us on 9021 7797.
Mary is a member of the investment team and is a Portfolio Manager for Ellerston’s listed investment company, Ellerston Asian Investments Ltd. Mary has over 17 years investment management expertise and joined Ellerston in 2012. Mary first worked in Asia in 1997 and has been investing in the region since 2001. Prior to joining Ellerston Capital, Mary worked at Oaktree Capital in New York and Singapore. In Singapore, she was the sole person responsible for financial sector investments for the firm’s Global Emerging Markets Hedge Fund.
Mary also worked as an investment analyst at Soros Fund Management in New York, the investment vehicle of George Soros. She focussed on investments in the financial sector in the US, Asia, including Japan and Europe.
Mary has a PhD in Economics from the University of Sydney, an MBA from Harvard Business School and a Bachelor of Commerce degree from the University Of Calgary, Canada.