First State Investments – First State Regional India Fund Review
Fund objective
First State Investments – First State Regional India Fund aims to invest all or substantially all of its assets in the First State Indian Subcontinent Fund, a Dublin-domiciled fund.
Investment Strategy
First State Investments – First State Regional India Fund will invest all or substantially all of its assets in the First State Indian Subcontinent Fund (the ‘Underlying Sub-Fund’) a sub-fund under the Dublin registered umbrella fund known as First State Global Umbrella Fund plc. The Underlying Sub-Fund will comprise a diversified portfolio of companies of the Indian subcontinent. Countries of the Indian subcontinent include India, Pakistan, Sri Lanka and Bangladesh.
First State Investments – First State Regional India Fund concentrates on securities that are listed, traded or dealt in on regulated markets in the Indian subcontinent and offshore instruments issued by companies established or operating or have significant interests in the Indian subcontinent and listed on other regulated markets. The Sub-Fund and the Underlying Sub-Fund may use financial derivative instruments for the purposes of hedging or for efficient portfolio management.
Who is First State Investments – First State Regional India Fund suitable for?
First State Investments – First State Regional India Fund is only suitable for investors who:
- are looking for investment over the medium to long-term
- want to invest in a fund that has exposure to the Indian subcontinent
- are willing to accept the risk associated with equity investment
Dividend or Income payout frequency: N.A.
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of First State Investments – First State Regional India Fund?
The value of First State Investments – First State Regional India Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with First State Investments – First State Regional India Fund are described below:
Market and Credit Risks
- You are exposed to market risks in the Indian subcontinent
- You are exposed to currency risk
Liquidity Risks
- You are exposed to liquidity risk
- The Fund is not listed in Singapore and you can redeem only on Dealing Days
Product-Specific Risks
- You are exposed to investment risk
- You are exposed to Indian subcontinent risk
- You are exposed to emerging market risk
- You are exposed to small capitalisation/mid-capitalisation companies risk
- You are exposed to single country risk
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about First State Investments – First State Regional India Fund
- First State Investments – First State Regional India Fund Fact Sheet (Opens in a new tab)
- First State Investments – First State Regional India Fund Product Highlight Sheet (Opens in a new tab)
- Speak to a licensed licensed financial adviser
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