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Aberdeen Global - Indian Equity A2 Acc USD

Ranked 40 out of 46 in - India over 12 months
All calculations are in GBP unless stated

Managed by

Hugh Young

Asia expert Hugh Young has more than 20 years' experience in fund management and he aims to identify undervalued investment opportunities through detailed company analysis. Born in 1958, Young joined Aberdeen in 1985 after stints at MGM Assurance and Fidelity. In 1992, he set up the group's Asia-Pacific headquarters in Singapore, where he plays a key role in the investment team led by Peter Hames. He was subsequently promoted to head of emerging markets and now oversees the Asian, European, Middle Eastern, African and Latin American markets. Young, a Politics graduate from Exeter University, runs a wide range of funds for Aberdeen, including unit trusts, investment trusts and offshore portfolios.

Objective

The Fund's investment objective is long-term total return to be achieved by investing at least two-thirds of the Fund's assets in equities and equity-related securities of companies with their registered office and/ or, of companies which have the preponderance of their business activities and/or, of holding companies that have the preponderance of their assets in companies with their registered office in India.

Showing fund performance in United Kingdom View performance globally

Performance

India over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 15.4% 2.6%
2016 16.9% 2.0% 14.3% 5.6% -5.0%
2015 1.5% 11.2% -8.6% -3.1% 3.0%
2014 42.6% 9.1% 7.8% 12.0% 8.4%
2013 -2.2% 9.0% -7.1% -8.2% 5.3%
2012 15.1% 13.2% -5.6% 10.0% -2.0%
2011 -25.8% -7.3% 2.0% -12.9% -10.0%
2010 39.4% 15.1% 2.5% 12.4% 5.2%
2009 61.7% -5.2% 27.0% 27.3% 5.4%
2008 -35.3% -19.4% -13.4% -1.1% -6.3%
2007 43.3% -3.1% 16.8% 8.4% 16.8%
2006 11.8% 12.0% -22.4% 18.3% 8.8%
2005 44.1% -4.3% 13.6% 19.5% 10.9%
2004 18.3% -0.4% -15.5% 13.5% 24.0%
2003 87.4% -4.3% 20.3% 28.6% 26.6%
2002 3.4% 17.6% -9.6% -9.5% 7.4%
2001 -5.5% -2.2% 2.8% -19.9% 17.4%
2000 -12.5% 4.9% -5.0% -14.5% 2.7%
1999 101.8% 29.9% 7.9% 14.4% 26.0%
1998 -2.9% 6.2% -2.5% -6.4% 0.2%
1997 0.3% 8.2% 8.9% -0.8% -14.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Housing Development Finance Corporation Ltd ORD 9.71
Tata Consultancy Services Ltd ORD 6.90
Infosys Ltd ORD 6.51
ITC Ltd ORD 5.41
Kotak Mahindra Bank Ltd ORD 4.45
Piramal Enterprises Ltd ORD 4.36
Hero MotoCorp Ltd ORD 4.19
Godrej Consumer Products Ltd ORD 4.18
Hindustan Unilever Ltd ORD 4.09
Grasim Industries Ltd ORD 4.03
30/06/2017

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. Finland
  5. France
  6. Germany
  7. Guernsey
  8. Hong Kong
  9. Hungary
  10. Iceland
  11. Ireland
  12. Italy
  13. Jersey
  14. Liechtenstein
  15. Luxembourg
  16. Malta
  17. Netherlands
  18. Peru
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Arab Emirates
  25. United Kingdom

Fund Info

  • Launch date24/03/2006
  • Share Class size542Mn
  • Base currencyUSD
  • ISIN LU0231490524

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.75%

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