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Leading fund houses have been busy launching fund of funds that invest in overseas markets.


The industry has seen launches of many such funds since January, and a few more are in the offing.

Since January, HSBC MF has launched Asia Pacific Dividend Yield Fund (ex-Japan), Religare has launched two global funds Pan European Equity Fund and Global Equity Income Fund, and JP Morgan has launched Dynamic Equity Offshore Fund.

A few more funds will be launched in the coming months.
Franklin Templeton MF will launch an European Fund, while Religare is expected to launch a fund focusing on Asia consumption theme and another on US Value stocks.

Many investors who invested in Indian equity mutual funds have not made any money be tween 2008 and 2013. In the same time frame, however, the US economy and then Europe got out of woods. The equity markets overseas have posted good returns as compared to the Indian markets. Investors are now upbeat on global equities.

According to the data provided by AMFI, total inflows in the fund of funds category in FY14 have . 1,101 crore against been close to `redemptions of ` . 7,627 crore in equity schemes. Most investors were attracted by the relative outperformance of many of the overseas funds till December 2013. According to Value Research, the fund of funds category gave average returns of 14.2% for the oneyear period ending December 2013 against the 6.7% returns of large-cap equity funds as a category in the same period.

Another factor working in favour of these funds is the diversification they offer. Having expo sure to stable and developed markets works well for investors as developed markets have given consistent returns in the past few years.

If one looks at the past performance of developed markets such as the US, Europe and Japan, they have given consistent returns.

This has worked well for informed investors who are aware of global developments and their implications

 

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