Wellington India Focus Equity Fund GBP E AcH
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General Objective
The Wellington India Focus Equity Fund seeks to generate long-term total returns in excess of the MSCI India Index by investing in companies located in, and/or conducting substantial business in India. The fund aims to achieve this objective through an actively managed investment approach based on proprietary bottom-up fundamental research.
Fund Exposure
The fund is primarily exposed to Indian equities, focusing on companies that can create a sustainable competitive advantage. The investment style is characterized by a bottom-up approach, emphasizing attractively valued high-quality businesses. The fund's sector breakdown and asset classes are geared towards achieving long-term total returns in excess of the MSCI India Index.
Risks
Investing in the Wellington India Focus Equity Fund involves risks such as market risk, currency risk, and liquidity risk. The value of investments can fluctuate, and investors may not get back the full amount invested. Additionally, the fund's performance may be impacted by factors such as economic conditions, political events, and changes in regulations. Investors should carefully consider these risks before making investment decisions.