India is an excellent source of high-quality companies underpinned by digitalization, financialization, and formalization of the economy.”
Returns for periods less than one year are not annualized. Since inception performance is calculated from 04/30/2011.
Performance is preliminary and subject to change. Past performance is not indicative of future results. Wasatch Global Investors is an independent registered investment advisor. Registration does not imply a certain level of skill or training. Wasatch claims compliance with the Global Investment Performance Standards (GIPS®). To receive a complete list of composite descriptions of Wasatch composites and/or a GIPS-compliant presentation, e-mail firstname.lastname@example.org. The U.S. Dollar is the currency used to express performance.
The Emerging India Composite contains fully discretionary equity accounts following the Emerging India style. The composite primarily invests in companies tied economically to India with the goal of long-term appreciation of capital. For comparison purposes the composite is measured against the MSCI India Investable Market index.
The MSCI India Investable Market Index (IMI) covers all investable large-, mid- and small-cap securities across India, targeting approximately 99% of the Indian market’s free-float adjusted market capitalization.
MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products.
Country weights are calculated as a percentage of total portfolio including cash & cash equivalents.