GIND

GIND is actively managed and aims for long-term capital appreciation by investing primarily in equities of any market capitalization tied to India, including securities denominated in Rupee. The portfolio includes common and preferred stocks, ADRs, GDRs, and other ETFs. Portfolio selection is determined based on a company's potential and risk, with consideration of ESG criteria and traditional fundamental factors. Higher weights are allocated to equities believed to have the most upside return potential relative to their contribution to overall portfolio risk. The fund may also use derivatives to enhance returns or hedge against adverse market movements. Additionally, the fund may hold up to 20% of its net assets in securities not economically tied to India, and up to 15% may be invested in initial public offerings (IPOs).