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The Fidelity Global Real Assets Fund NFO is now available on the Fundsupermart.com
NFO Period 11
January 2010 to 29 January 2010 Fund Objective To
aim to achieve long-term capital growth from a
portfolio which will be primarily invested in Fidelity Funds - Global
Real
Asset Securities Fund, an offshore fund launched by Fidelity Funds (an
open ended
investment company incorporated in Luxembourg) and similar to an Indian
mutual
fund scheme. Indicative
Asset Allocation
Fund Managers Mr.
Subramanian Balakrishnan
(for the Fund of Fund) and Amit Lodha (Fidelity Funds - Global Real
Asset
Securities Fund, the mother fund) Benchmark Index A
custom benchmark which is a blend of the following
indices - MSCI ACWI Industrials, MSCI ACWI Real Estate, MSCI ACWI
Utilities,
MSCI Materials and MSCI Energy. The weights assigned to each individual
index
while calculating the custom benchmark is 20%, 20%, 10%, 20% and 30%
respectively. Minimum initial investment Rs.
5,000 and multiples of Rs. 1000/-
thereafter Exit Load 1%
(for redemption within 12 months from the date of
allotment) Risk Rating 10 (The risk rating of ‘10’ means that the fund is recommended for investors with ‘a very High Risk’ appetite) To Buy, Click Here Fundsupermart Fund Classification
However,
the investor must consider
the following before investing
Conclusion The fund is suitable for an investor with a very high risk appetite. From a portfolio perspective, the fund gives exposure to global real asset classes which is unique as there are no funds in India that offer such an exposure. However, the fund has a track record of only four months. Also, the fund manager has a limited experience of 22 months as a fund manager. Keeping in mind these details, one can consider an allocation of a maximum of 10% in the equity part of their portfolio. To Buy, Click Here For more details, Click Here
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The Research Team is part of iFAST Financial India Private Limited. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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iFAST and/or its content and research team’s licensed representatives may own or have positions in the mutual funds of any of the Asset Management Company mentioned or referred to in the article, and may from time to time add or dispose of, or be materially interested in any such. This article is not to be construed as an offer or solicitation for the subscription, purchase or sale of any mutual fund. No investment decision should be taken without first viewing a mutual fund's offer document/scheme additional information/scheme information document. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Investors should seek for professional investment, tax, and legal advice before making an investment or any other decision. Past performance and any forecast is not necessarily indicative of the future or likely performance of the mutual fund. The value of mutual funds and the income from them may fall as well as rise. Opinions expressed herein are subject to change without notice. Please read our disclaimer in the website. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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