Members Only

This fund is in the list of reviewed funds available to members and in some example portfolios. Although it is run by a team two of the most senior members have left since the review was written and recent performance is not impressive. I will be adding some reservations to the fund commentary as a result.

This fund is one I have been familiar with for some years, in fact since it launched in 2008. It has had the same fund manager throughout. He is an India specialist with obvious credentials but the fund has not done well relative to its benchmark over the last 2 years after great results in 2016. Most of the damage has been in the last 12 months. I commented on Indian funds in mid 2018, but newer subscribers may not see those posts and other readers may like an update. People tend to focus on the funds in their portfolios with the largest negative numbers!