What Is the MSCI All Country World Index (ACWI)? On the other hand, global fund invest in foreign markets as well as the investor’s country of residence. There is no assurance that the Fund will achieve its investment objective. International equity markets account for nearly half the world’s market capitalization. Most of the International Equity Funds, being FoFs, charge their normal expenses as well as the expense of the underlying international scheme in which they are investing. Most of the international equity funds offered by AMCs in India are large cap oriented and invest into US equities. With greater risk, however, often comes a greater potential return. The inception date for Class R6 is September 3, 2013. If you would have invested in Indian Large Cap Funds for a period of one year, there would have been a 54% chance that your fund would have outperformed International Equity Funds. But they carry greater risk than most domestic investments, due to factors such as exchange rates, political unrest, and different levels of liquidity.. The International Equity Fund is an actively managed Fund, made up of a broad range of investments offering exposure to international markets. Accessed July 7, 2020. Let’s take a look at historical returns of International Equity Funds in comparison with Indian Large Cap Funds. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. A report by Vanguard states that non-U.S. companies represent almost half of the global market capitalization. If you don't invest internationally, you are missing out on investing in a lot of important companies. These funds became popular over the past year due to US equity markets performing well compared to Indian markets, particularly large caps. Are the fees for investing in these stocks greater than those charged to invest in U.S. stocks? Emerging markets are countries or regions that have less developed economies but a lot of potential for growth. What Are American Depositary Receipts (ADRs)? The Fund invests primarily in equity and equity-related securities of entities outside of Canada and the United States. International funds will provide you an opportunity to invest in top companies of the world like Apple, Amazon, and Alphabet etc. Long-term growth potential for emerging markets is over 10%, compared to 6% for the S&P 500.. Marathon Ucits Fund - International Equity Fund is one of the larger private funds with 1.8 billion in assets. Investing in international funds helps in diversifying your portfolio geographically. We rely on a disciplined investment approach to help capitalize on opportunities in the international equity markets. This implies that for a holding period of less than 3 years, capital gains will be taxed as per your tax slab (can be as high as 30% plus surcharge and cess). We believe that the best route to superior returns is through seeking a measure of downside protection and long-term compounding. Management has no ownership stake in the fund. The Fund holds real estate investment trusts (REITs) and interests in private real estate and private equity partnerships located in foreign countries. International funds are equity funds that invest in stocks of companies listed outside of India. Marathon Ucits Fund - International Equity Fund is a other private fund operated by Marathon-London and has approximately $1.8 billion in assets. To answer this question, a proper understanding of the pros and cons of International Equity Funds and how they stack up against Indian Large Cap Funds is necessary. The Balance does not provide tax, investment, or financial services and advice. Home > Insights > Thinking about International Equity Mutual Funds? The International Equity Fund typically holds a portfolio of between 40 to 70 securities which the Advisor believes have the potential for growth. We analyzed and compared monthly rolling returns of the two categories across various holding periods. The fund may also invest in cash or international bonds issued by governments, supranational bodies, other investment grade corporate and non-sovereign bonds and/or bond-based financial instruments. From global funds, which invest in top companies of the Aristotle international Equity Fund invests in high-quality growing. Range of investments offering exposure to international markets as well funds with 1.8 billion assets!, an international Equity Fund ( the “ Fund ” ) is 6/17/05, the more you should Know ''! Some other investments than some other investments services and advice are not highly regulated, there be! Is one of the world 's markets is underperforming, another may be well. 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