About Our Fund

EMERGING TRILLIONS FUND

Whilst some investor’s investment horizon may be 5 to 7 years, our perspective is the long term as India’s upside has a long way to go. The Fund Manager’s directors have also put their own money in the Fund on the same terms as every other investor. We eat our own cooking. We adopt an investment strategy derived from our market and economic theme, drilling down to sector’s showing promise or a turnaround story, and from there we use a combination of fundamental research to curate a pool of a limited number of businesses into which we invest and enter using technical analysis to finesse our entry price. If and when appropriate we will also use other financial instruments to reduce our cost base. Our focus at the moment is on the NSE Nifty 50 stocks and sectors driving India’s economic positive exit from the dampening clutches of Covid-19. The Fund is suitable for Wholesale Investors (covering wholesale, sophisticated and professional but not retail) looking for a medium-term strategic growth story in a market difficult to access directly.

INVESTMENT OBJECTIVES

Our core purpose is the investment in Indian securities and other financial instrument in order to outperform our benchmark S&P/ASX 200 Index over the medium to longer rolling term of 5 to 7 years. We chose the domestic ASX 200 as the comparison Index because it is a widely used and readily understood benchmark by Australian SMSF and other Wholesale Investors.

FUND PERFORMANCE

3 months 6 months 1 year 2 years since inc
13 % 27 % 48 % 23 % 9 %

FUND UNIT NAV

31 Oct 18 31 Dec 18 31 Mar 19 30 June 19
$ 1 $ 1.11 $ 1.14 $ 1.13
30 Sep 19 31 Dec 19 31 Mar 20 30 June 20
$ 1.19 $ 1.23 $ 1.08 $ 1.11
30 Sep 20 31 Dec 20 31 March 21 31 March 21
$ 1.12 $ 1.27 $ 1.34 $ 1.23
30 Sep 21 31 Dec 21 31 March 22 30 June 22
$ 1.27 1.252 0.886 0.861
30 Sep 22 31 Dec 22 31 March 23 30 June 23
0.792 0.763 0.739 0.791
1 Aug 23 31 Dec 23 31 Mar 24 30 June 24
0.827 0.965 1.06 1.106
30 Sep 2024 1 Dec 2024
1.02 1.04

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Disclaimer:

Emergits Investments Pty Limited ACN 625 246 728 (Fund Manager) is a corporate authorised representative 1286550, under Shell Cove Capital Management Ltd’s AFS Licence 247143. The information contained in this electronic communication may contain general financial product advice but should not be relied upon or construed as a recommendation of any financial product. The information does not and cannot take into account your objectives, financial position, needs or requirements. Potential investors should therefore seek appropriate advice prior to making any decisions to invest in any product contained herein. The Fund Manager is not, and will not be held responsible for investment decisions made by investors, and is not responsible for the performance of any investment made by any investor, notwithstanding that the Fund Manager may be providing information and or updates to you. Past performance is not a reliable indicator of future performance.