Systematic India Return Fund
Overview-
In October 2015, Ocean Dial Asset Management launched a second, daily dealing, sub-fund under its UCITS umbrella, Ocean Dial Systematic India Return Fund. The Fund is an Open Ended Investment Company (OEIC).
The objective of the Fund is to generate long-term capital appreciation, with lower volatility and lesser drawdown than the market, by investing primarily, either directly or through the use of derivatives, in a diversified portfolio of equities and equity-related securities which are listed, traded or dealt in India. Stock selection will involve a quantitative process constructed internally with the support of Ocean Dial Asset Management India Private Limited. Currency and market exposure is managed dynamically; equity exposure can be hedged through index futures and both the long portfolio construction and beta management are rules based and non-discretionary. The Fund began trading in November 2015 with capital of USD 3 million.
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