SBI INTERNATIONAL ACCESS:US EQUITY FOF.

SBI INTERNATIONAL ACCESS US EQUITY FOF..

According to a presentation from SBI MF, the underlying fund has delivered returns of 16.27% (CAGR) in euro terms, beating its benchmark S&P 500 Index return of 16.16% (as of 31st January 2021)

Investment Objective:-The scheme seeks to provide long term capital appreciation by investing in unit’s of one or more mutual fund schemes/ETF’s which are overseas and predominantly in US Market.However there can Be No Surity that scheme Invesment objective achieved

Issue Open From:-1-Mar-2021

Issue Closing On :-15-Mar-2021

Fund Manager:--Mr.Harsh Sethi

Min.invest.:-5,000 Lumpsum

Min.SIP:-1,000

Benchmark:-S&P 500 INDEX

ABOUT AMUNDI

Amundi is Europe’s largest asset manager by assets under management and ranks in the top Globally. It manages €1,487 billion of assets2

 Across six main investment hubs3. Amundi

Offers its clients in Europe, Asia-Pacific, the Middle East and the Americas a wealth of market Expertise and a full range of capabilities across the active, passive and real assets investment

Universes. Clients also have access to a complete set of services and tools. Headquartered In Paris, Amundi was listed in November 2015.

Objective:

The objective of Amundi Funds – US Pioneer Fund is to increase the value of your investment Over the recommended holding period. The Sub-Fund invests mainly in a broad range of Equities of companies that are based in, or do most of their business in, the U.S.A. The Sub-Fund may invest up to 20% of its assets, at the time of purchase, in securities of non-U.S. Companies. The Sub-Fund aims for an improved environmental footprint and sustainability Profile compared to the benchmark index by integrating ESG (environmental, social and Corporate governance) factors

Exit Load:-If Redeem Before 1 year 1% Exit Load Applicable

Risk:-Very High

Investment in Unit’s Of Amundi Funds:-95-100%

In Debt&Money Market Instruments:-0-5%.

Suitable For:-

• Looking For Capital Appreciation

• Invesment in Unit’s of US Focused Overseas Fund.

• View of Invesment Min.4-7 Years.

Investors Should consult with their Financial Advisor Before Invest

“Typically, most investments of Indian investors happen in Indian stocks. Global investments will offer strong diversification benefits. The underlying fund has most of today’s fast-growing tech companies and follows a strict environmental, social, governance (ESG) philosophy,” said D.P. Singh, chief business officer, SBI Mutual Fund.

Rupee depreciation against the dollar tends to enhance the returns of international funds.

 Shah also warned that some of the strong performance of international funds in the recent past may not be repeated. Over the past decade, the Nasdaq index has delivered returns of around 25% CAGR in rupee terms.