Investment Objective
Kotak Global Innovation Overseas Equity Omni FOF seeks to provide long term capital appreciation by investing in the units of Wellington Global Innovation Fund or any other similar overseas mutual fund schemes/ETFs. Those ‘similar overseas mutual fund schemes/ETFs’ should have the investment objective, investment strategy, asset allocation and risk profile/consideration similar to those of Wellington Global Innovation Fund.
Investment Strategy
- The fund invests in units of Wellington Global Innovation Fund or any other similar overseas mutual fund schemes/ETFs.
- It seeks to maintain a balanced and diversified portfolio by investing across various geographies and sectors to effectively manage risk and capitalise on global opportunities.
- It seeks to mitigate potential risks while optimising returns within the defined investment mandate.
Who Should Invest
- Investors seeking long-term capital growth by investing in units of Wellington Global Innovation Fund or any other similar overseas mutual fund schemes/ETFs
- Those seeking a globally diversified portfolio consisting of innovative companies poised to create or disrupt industries.