"This is a fund that invests mainly in shares of foreign companies. When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
International equity funds are suitable to invest a part of your money in for diversification, so that if the Indian markets are going through a sharp correction, a portion of your money is insulated. But make sure you invest in a fund that has a broad mandate of investing in companies of different sizes, sectors and countries.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other international equity fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|Mahindra Manulife Asia Pacific REITs FoF Reg-G||-4.51||0.29||2.31||-4.21||-4.73||-6.77||--||--||--||--||--|
|S&P BSE 500 TRI||-6.66||2.54||3.16||-6.24||-5.11||-8.54||--||--||--||--||--|
As on 20-May-2022
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|Mahindra Manulife Asia Pacific REITs FoF - Regular Plan||Oct-21||--||--||--||1.38%||38|
|Motilal Oswal NASDAQ 100 Exchange Traded Fund||Mar-11||-4.78||20.57||20.06||0.58%||5,258|
|Motilal Oswal Nasdaq 100 FOF - Regular Plan||Nov-18||-6.02||18.96||--||0.50%||3,688|
|Franklin India Feeder Franklin US Opportunities Fund | Invest Online Now||Feb-12||-16.27||9.66||13.20||1.56%||3,263|
|Motilal Oswal S&P 500 Index Fund - Regular Plan||Apr-20||0.28||--||--||1.09%||2,530|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||6.19||15-Mar-2022 - 22-Mar-2022||-5.48||05-May-2022 - 12-May-2022|
|Month||4.16||08-Mar-2022 - 07-Apr-2022||-7.93||12-Apr-2022 - 12-May-2022|
|Quarter||3.88||28-Jan-2022 - 29-Apr-2022||-8.93||29-Oct-2021 - 28-Jan-2022|
|Mahindra Manulife Asia Pacific REITs FoF Reg-G||--||--||--||--||--||--|
|S&P BSE 500 TRI*||18.19||21.83||0.67||0.73||--||--|
The Risk Measures have been calculated using calendar month returns for the last three years.
* As on 30-Apr-2022
|The underlying data is unavailable.|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Manulife Global Fund SICAV-Asia Pacific REIT||Financial||--||99.72|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 30-Apr-2022
Education: Mr. Hiremath is a B. Pharma, M.B.A.
Experience: Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Anand Rathi Advisors Ltd, B&K Securities and Enam Asset Management Company Pvt. Ltd.
Education: Mr Garg is a B.Com, MMS Finance, CFA
Experience: Prior to joining Mahindra Manulife Investment Management Pvt. Ltd., he has worked with Darashaw & Co. and Daiwa Asset Management (India) Pvt. Ltd.
The scheme seeks to provide long term capital appreciation by investing predominantly in units of Manulife Global Fund Asia Pacific REIT Fund, an overseas fund primarily investing in real estate investment trusts (REITs) in the Asia Pacific ex-Japan region.
|Min. Investment (₹)||5,000|
|Min. Addl Investment (₹)||1,000|
|Min. SIP Investment (₹)||1,000|
|Min. No of Cheques||6|
|Min. Withdrawal (₹)||1,000|
|Min. Balance (₹)||--|
|Lock-in Period||Not Applicable|
|Exit Load||For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
For units in excess of 10% of the investment,0.5% will be charged for redemption between 366 - 720 days
|Fund House:||Mahindra Manulife Mutual Fund|
|Return Since Launch:||-8.80%|
|Benchmark:||FTSE EPRA Nareli Asia Ex Japan REITs Index|
|Assets:||₹ 38 Cr (As on 30-Apr-2022)|
|Expense:||1.38% (As on 30-Apr-2022)|
AMC: Mahindra Manulife Investment Management Private Limited
Address: 1st Floor - Sadhana House, 570 - P.B. Marg, Worli, Mumbai - 400018
Registrar & Transfer Agent: Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002
Phone: 1800-3010-6767 / 1800-419-7676
Email: [email protected]