Ellerston India Fund

The Fund is an actively managed, concentrated portfolio of high quality Indian growth companies

  • The portfolio comprises 20-50 Indian companies with long term sustainable growth profiles
  • Managed by team of dedicated Asia and India specialists who have diverse sector and geographic expertise
  • Distinctive high growth, high conviction, benchmark independent approach
  • Blends macro insights with investable long-term themes and company analysis within a highly disciplined, repeatable investment process

Exposure to strong companies in the world’s fastest growing region

AT A GLANCE

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 and Notes

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.

Meet the Ellerston India Team

Staff Members

Mary Manning

Portfolio Manager

Fredy Hoh

Deputy Portfolio Manager

Eric Fong

Investment Analyst

Vinay Narsi

Investment Analyst