First Global Indian Multi Asset Fund

First Global’s Indian Investment Products

The India Super 50 Portfolio (IS50) India Multi-Asset Allocation Portfolio (IMAAP)

Investment Objective & Strategy:

Our objective is to deliver steady, low risk returns, over a diversified portfolio. Portfolio selection is based on our Proprietary Human+Machine Model. IS50 - A pure equity portfolio that consists of a curated list of the best stocks (usually around 50) in the Indian market at any given point in time, based on First Global's Human Intelligence+ Artificial Intelligence Model. IMAAP - This replicates the India Super 50 Portfolio, with the additional overlay of multiple asset classes like fixed income and gold. This ensures a high return profile, but with significantly low volatility.

Investment Process:

A unique approach to investing, wherein deep Data Science, Artificial Intelligence & Machine Learning are harnessed to unearth trends, patterns, in financial data (structured and unstructured), and then, our Human Intelligence applies its combined decades of experience to narrow down on a final list of stocks and asset classes to be tactically positioned in.

This (Hu)man+Machine Model rids the investment process, of the major biases that afflict most Investors. Lastly, the major cornerstone of our Investment Process is a slavish devotion to Risk Management. That is the only God we worship. Our measures include calibrated position sizing, system-driven stops, keeping a large number of uncorrelated positions and several others.

Portfolio Management Team:

Ms. Devina Mehra, Mr. Achin Agarwal, Mr. Alok Kumar, Mr. Kavita Thomas & Team

Top 10 Holdings For IS50

Top 10 Holdings for IMAAP