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Nomura Funds Ireland-India Equity Z USD

Ranked 3 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Vipul Mehta

Vipul Mehta holds a Masters degree in Management Studies from Mumbai University. He started his career as portfolio manager in the State Bank of India Management in 1994 and later joined Morgan Stanley. Vipul joined OCBC Asset Management Singapore in 2000 where he became senior fund manager for Indian and Australia/NZ equities. He joined Nomura Asset Management Singapore in 2004 where he is currently a senior portfolio manager and manages Pacific Basin excluding Japan equities. He adopts an active management style with a bottom-up approach.

Objective

The investment objective of the Fund is to achieve capital growth by investing primarily in shares of companies of all sizes traded or listed in India.

Performance

India over : 31/08/2015 - 31/08/2018

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 20.5% 6.4% 5.3%
2016 10.6% -2.4% 10.4% 7.4% -4.4%
2015 8.9% 8.1% -0.4% -0.2% 1.4%
2014 37.9% 4.6% 15.1% 5.5% 8.6%
2013 4.3% -2.3% 1.1% -4.6% 10.6%
2012 26.6% 14.1% 0.5% 4.4% 5.7%
2011 -19.7% -2.2% -1.9% -11.8% -5.0%
2010 14.4% 1.0% 1.4% 11.4% 0.3%
2009 84.9% -4.8% 52.1% 21.4% 5.3%
2008 -56.5% -24.9% -17.2% -4.3% -26.8%
2007 16.4% 17.6% 23.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date15/01/2007
  • Share Class size36Mn
  • Base currencyUSD
  • ISIN IE00B1L8M811

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).