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GATEWAY INDIA GROWTH AND INCOME FUND

FUND OVERVIEW

OBJECTIVE

The investment objective of the Gateway India Growth and Income Fund is to generate long term capital growth from investments identified across Indian equity and/or bond markets. The manager may also choose to hold Government securities, collective investment schemes, and cash & money market instruments as appropriate in achieving the overall objective of the fund.

HIGHLIGHTS

  • 45-50 Equity-Bond Hybrid Fund

  • Seeks the highest quality large cap, growth companies on the NIFTY 500

  • Broad sector approach to diversify and limit systemic risk

  • Combination of bottom-up and top-down investment approach

INVESTMENT APPROACH

The Fund aims to benefit from India’s ongoing economic reforms, strong and organic economic growth and also companies that we believe have tractive long- term prospectus with high capital appreciation. The fund aim to achieve capital growth with opportunity for additional income generation depending on market conditions.

 

Fund investments are in well–diversified portfolio of large-cap stocks, fixed income securities listed and traded on the National Stock exchange of India. All bonds in which the Fund invests will have a rating of at least investment grade by one or more credit rating agencies.

FUND MANAGERS

 

Rajesh Nair

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EXECUTIVE SUMMARY

We believe India is a budding economic super power that has the potential to offer an attractive long-term investment opportunity. The opportunity is backed by the size and the growth potential of the domestic economy, and by recent changes which will remove many of its historic inefficiencies.

TOP 10 HOLDINGS

47

NUMBER OF

HOLDINGS

GEOGRAPHICAL ALLOCATION

India - 100%

ASSET ALLOCATION

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Fixed Income - 50%

Equities - 46.50%

Cash - 3.5%

SECTOR ALLOCATION

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Summary
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Stay committed to your decisions,

but stay flexible in your approach

Tony Robbins

NEWS AND UPDATES

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JULY 5, 2021

Coming soon.

This will be the start of the first section of the article..

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JULY 5, 2021

Coming soon.

This will be the start of the first section of the article..

c-rayban-CIXoFys3gsw-unsplash.jpg

JULY 5, 2021

Coming soon.

This will be the start of the first section of the article..

c-rayban-CIXoFys3gsw-unsplash.jpg

JULY 5, 2021

Coming soon.

This will be the start of the first section of the article..

News

PLEASE NOTE: More Fund Strategies will be added in the very near future.

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