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BMO LGM Greater India Fund W USD Acc

Ranked 42 out of 49 in - India over 3 months
All calculations are in CHF unless stated

Managed by

Sam Mahtani

Sam Mahtani joined F&C in 1993 helping launch the F&C India fund, the third offshore India fund to be available to foreign investors. He became co-manager for the fund in 1994 and lead manager in 1996. He has over 20 years investment experience analysing companies and managing money in emerging markets. Sam has research responsibilities for companies in Asia, specialising in India, China, Korea and Latin America. Prior to F&C Sam worked at the Royal Bank of Scotland Plc for six years as senior bank officer in the corporate trusts division. He is an Associate of the Institute of Financial Services and a member of the CFA Society in the UK. Sam was one of the five F&C emerging markets team members to become part of LGM in late 2014.

Rishikesh Patel

Rishikesh Patel holds a post-graduate degree in Finance and Management from Jamnalal Bajaj Institute of Management Studies, Mumbai, and graduated in Commerce from Narsee Monjee College of Commerce & Economics, Mumbai. Before joining LGM in 2006, he worked with ICICI Securities and General Electric. During Rishi's two years at ICICI Securities he was an analyst researching the IT, Real Estate and Cement sectors. Rishi was at General Electric for almost three years and worked across five GE businesses. Since joining LGM he has researched Indian stocks and advised on the company's Indian mandates. Rishikesh relocated to the London office in October 2014 and became Co-Portfolio Manager and then Lead Portfolio Manager for the Global Emerging Markets mandates in March and July 2016, respectively.


The Fund aims to achieve long-term capital growth through investment in an actively managed portfolio, primarily invested in equity and equity-related securities of companies in India and may include investment in other countries in the Indian sub-continent such as Sri Lanka and Bangladesh.

Showing fund performance in Switzerland View performance globally


India over : 31/05/2018 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Sweden
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date29/03/2018
  • Share Class size00Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment2,500


  • Annual management2.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).