Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000 Fax +44 (0)20 7658 6965
www.schroders.com
News Release
Schroders launches Indian Opportunities
Fund
16 September 2013
Schroders is pleased to announce the launch of Schroder ISF1 Indian Opportunities, a complementary
offering to the existing Schroder ISF Indian Equity but with a different management style and advised
by Axis Asset Management Company (Axis AMC)2. It takes an unconstrained all cap approach
versus a fundamental larger cap approach and is not managed relative to a benchmark.
The fund, which launched on 10 September 2013, is managed by Schroders’ Asian equity investment
team and advised by Axis AMC.
Axis AMC has a team of seven experienced investment
professionals with a strong track record in managing Indian equities3. The Fund will leverage Axis
AMC’s on the ground expertise in India to identify the best investment opportunities for capital growth.
Investments will primarily be in equity and equity related securities of Indian companies that have
substantial business exposure to India.
Chandresh Nigam, Managing Director and Chief Executive Officer, Axis AMC, said:
“India has been amongst the fastest growing major economies in the last 20 years. While India has
certain short and medium term cyclical challenges, it has a number of long term competitive
advantages that have allowed it to grow on a sustained basis. More importantly, quality Indian
companies have been able to participate in this growth by growing their profits and rewarding
shareholders. Our investment process focuses on bottom-up stock selection of quality companies that
are likely to sustain growth over the medium to long term. Furthermore, we believe that the Indian
1
Schroder International Selection Fund is referred to as Schroder ISF.
2
Schroders bought a 25% stake in Axis AMC in September 2012
3
Source: Axis AMC – Axis Long Term Equity Fund returned 12.0% as at 28 June 2013 (annualised since inception, Dec 2009, in rupees and
post expenses). Axis AMC Awarded the Asset Manager of the Year – Rising Star, India (2013) by The Asset Magazine
Schroders plc
Registered office at above address
Reg. 3909886 England
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Schroder Investment Management Limited
31 Gresham Street, London EC2V 7QA
Telephone +44 (0)20 7658 6000 Fax +44 (0)20 7658 6965
www.schroders.com
economy is resilient and once the immediate headwinds subside, both global and local investors
should revert their focus back to the long term potential of the country.
Richard Mountford, Chief Executive Officer, Asia Pacific, Schroders, said:
“This is an exciting addition to our existing Indian equity proposition for investors seeking capital
growth from a wide range of securities in India. It is also our first fund launch following our partnership
with Axis AMC, which will give investors access to their successful and proven long-term track record
of investing in India.”
For further information, please contact:
Georgina Robertson, International PR:
Tel: +44 (0)20 7658 3365 / georgina.robertson@schroders.com
Kathryn Sutton, International PR:
Tel: +44 (0)20 7658 5765 / kathryn.sutton@schroders.com
Notes to Editors
For trade press only. To view the latest press releases from Schroders visit:
http://ir.schroders.com/media
Schroders plc
Schroders is a global asset management company with £255.8 billion (EUR298.5 billion/$388.0
billion)* under management as at 30 June 2013. Our clients are major financial institutions including
pension funds, banks and insurance companies, local and public authorities, governments, charities,
high net worth individuals and retail investors.
With one of the largest networks of offices of any dedicated asset management company, we operate
from 34 offices in 27 countries across Europe, the Americas, Asia and the Middle East. Schroders
has developed under stable ownership for over 200 years and long-term thinking governs our
approach to investing, building client relationships and growing our business.
*Source: Schroders, all data as at 30 June 2013, including Cazenove Capital assets under
management
Further information about Schroders can be found at www.schroders.com.
Issued by Schroder Investment Management Ltd, which is authorised and regulated by the Financial
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Schroders plc
Registered office at above address
Reg. 3909886 England
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