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The investment objective of the fund is to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors.

But remember, there can be no assurance that the investment objective of the Scheme will be realized.

In the past 3 years, this fund has performed tremendously well as compared to its peers. But if we look into its 5-year performance, it is much below its peers and benchmark.
The primary investment objective of this scheme is to seek capital appreciation by investing predominantly in units of BlackRock Global Funds US Flexible Equity Fund (BGF – USFEF).

The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus.

The Scheme may also invest a certain portion of its corpus in money market securities and/ or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time.
As on 31st January 2019, following a fund-of-fund investment strategy, this international fund has invested 94.82% of its assets in BlackRock Global Funds – US Flexible Equity Fund.

The top 3 company holdings of the scheme’s underlying fund are:-
Apple: 5.3%
Alphabet: 5.2%
Microsoft: 5.2%

The investment objective of this scheme is to provide long-term capital appreciation by investing in an overseas mutual fund scheme that invests in a diversified portfolio of securities as prescribed by SEBI from time to time in global emerging markets.

Why Should You Consider Investing In International Funds?

Here are a couple of advantages of investing in these International funds.

1. Geographic Diversification
One country can never top the growth charts consistently. so even if you don’t have a chance this year, there is one, the next year.
At a macroeconomic level, most countries have their own economic cycle.
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Hence, by spreading your money among different countries, you achieve diversification and hedging risk by spreading it across a mix of assets and markets.

2. International Exposure Under Expert Management
You may not have adequate knowledge about the foreign country’s economy and the industry there. Here, a qualified intermediary like mutual fund AMC can assist.
Therefore, you can gain exposure to the global market even if you are not familiar with it.

3. Scope For Better Market Returns
By capitalizing on multiple economies or markets simultaneously, your portfolio can fetch higher returns. Aside from mitigating risks by diversifying, overseas investing also boost your portfolio quality.

But these all advantages come with a fair amount of risks. Here are some of the risk associated with International funds:

There is a risk of volatility in currency exchange rates.

In the case of an international mutual fund, you may find it difficult to get information on how the companies linked with those funds are performing, are there any regulatory or change in business plan happening, etc.

The upcoming markets can be affected by the economic and political changes of those countries.

If you wish to invest in international funds, research well before investing as well as during the term of holding the investment.

July Month

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