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Wasatch Emerging India Portfolio   

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Landscape Emerging India

The Wasatch Emerging India Portfolio focuses on identifying high quality companies in India.

About This Portfolio

Inception:04/28/2011
Net Assets:$269.6 (million) as of 04/30/18
Account Minimum:$10 million
Objective:

The Emerging India Portfolio seeks to provide long-term appreciation of capital. It invests primarily in equity securities of small companies tied economically to India.

Strategy:

This portfolio invests primarily in small companies as well as some mid-sized companies with market caps of less than $5 billion at the time of purchase. Holdings may include a large concentration of companies in few sectors. The portfolio seeks companies with excellent earnings growth, which may also capture P/E expansion as their success is more broadly recognized.

Compared to Other Wasatch Portfolios:

 

Mutual Fund:Wasatch Emerging India Fund (WAINX)

Emerging India Composite Performance

as of 04/30/2018
1Yr3Yr5Yr10Yr
Gross16.40%17.83%20.19%N/A
Net14.97%16.30%18.57%N/A
MSCI India IMI Index12.91%9.58%9.47%N/A

Performance figures for the latest period are preliminary and subject to change. Past performance is not indicative of future results.

The MSCI India Investable Market Index (IMI) covers all investable large, mid and small cap securities across India, targeting approximately 99% of the Indian market's free-float adjusted market capitalization.

 

You cannot invest directly in indexes.

For a GIPS-compliant composite presentation and a complete list of composites, click here:  Emerging India Composite Presentation, Complete List of Composites

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