MoneyAM Fund Centre

Quick Stats

Fund Objective

Objective: The objective of the Fund is to provide a return, net of fees, higher than that provided by the MSCI India Index over the long term (at least five years). Policy: At least 70% of the Fund is invested in shares of companies based in India. Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. A maximum of 10% in aggregate may be held in companies based in Pakistan, Sri Lanka and Bangladesh.

Fund Managers

Avinash Vazirani

Avinash joined Jupiter in 2007 and is currently a fund manager in the Emerging Markets team. He manages the Jupiter India Fund (Unit Trust) and the Jupiter India Select fund (SICAV), which took over the assets of a fund that Avinash managed from its launch in July 1995. Before joining Jupiter, Avinash was CIO (South Asia and Africa) of BNP Paribas Asset Management. He later founded Peninsular Capital Partners LLP in 2005, where he was managing partner. He was also the CEO of GEM Dolphin Investment Managers from 1994 until its sale in 1997. Avinash is a qualified Chartered Accountant. He is also a trustee of Pratham (UK), a charity focused on children’s education in India, and a non-executive director of the UK Indian Business Council.