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Sunday 12 January 2014

DSP BlackRock US Flexible Equity

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Investment Objective

 

The objective of this scheme is to achieve capital appreciation by investing predominantly in units of BlackRock Global Funds US Flexible Equity Fund. The scheme may also invest in units of other similar overseas mutual fund schemes.

 

Fund Managers

Jay Kothari since Mar 2013
Laukik Bagwe since Jul 2012

Analysis  As on Dec 30, 2013

 

This fund invests at least 70 per cent of its total assets in companies domiciled in the US. This is a broadly diversified fund where the top-10 stocks take up only 30 per cent of the assets. The portfolio is spread across a wide variety of sectors. The word flexible in the name refers to the fact that the fund can invest in either growth or value stocks. The fund is likely to closely replicate the general direction and magnitude of the broad US markets.

 

 

 

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