SBI FUNDS IN GIFT CITY

SBI Funds Management Ltd. has emerged as a leading player in asset management space providing investment solutions across investor category through our rich investment expertise. We are in our journey to build a brand of international repute by adopting global best practices and maintaining international standards.

WHAT IS GIFT CITY?

GIFT City a.k.a. Gujarat International Financial-Tec City, is India's first IFSC, or International Financial Services Centre. It is approved and regulated by the government under the Special Economic Zones Act, 2005. GIFT City is a jurisdiction that provides financial services to both residents and non-residents in foreign currency.

The International Financial Services Centre (IFSC) was established to attract overseas financial institutions and the overseas branches/subsidiaries of Indian financial institutions to India. The IFSC provides a compelling ecosystem for conducting financial services business, including a favourable regulatory environment and a world-class infrastructure. IFSC units are treated as non-residents under extant Foreign Exchange Management regulations. The International Financial Services Centres Authority (IFSCA) is a unified regulator for securities markets, banking, insurance, and pension funds in the IFSC.

International Hub Of India

SBIFM at Gift City

With evolving needs of investors and the ever-changing dynamics of the financial industry, we have made our presence in GIFT City Gujarat through our wholly-owned subsidiary operation. With our strong pedigree fund management expertise, we are committed to offer investment solutions to across client segments operating through our GIFT City set-up.

SBI Funds Management Limited (SBIFML) IFSC- Branch is registered with the International Financial Services Authority (IFSCA) as a Registered Fund Management Entity (Registered FME) (Retail) bearing registration number: IFSCA / FME/ III/ 2022-23/010. SBI Funds Management Limited – (IFSC Branch) is engaged in portfolio management Services and Investment Management activities / services for pooled assets in IFSC.

We endeavour to develop our GIFT City services as a one-stop destination for all international financial services and innovations in this regard.

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Investment Plan

SBI Global Thematic
Opportunities Portfolio

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Service Offering

This is a discretionary portfolio management service

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Investment Objective

Investment objective of this portfolio is to generate long term capital growth through investing predominantly in a well-diversified basket of one or more overseas funds/ETFs based on emerging themes.

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Investment Strategy

Predominantly equity or equity related.

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Investment Approach

The fund selection is aimed at taking advantage of emerging tactical and long-term themes through a blended portfolio approach. The portfolio seeks to generate long term capital appreciation by investing in units of funds/ETFs across overseas markets.... The strategy aims to predominantly identify those funds that are expected to capitalize on some of the likely long-term themes such as disruptive technologies, energy transition, sustainability, etc. as well as some exposure to tactical themes like plays on growth-inflation dynamic, real rates trajectory, macro cycle etc. The portfolio will invest in one or more overseas funds/ETFs having exposure to securities across sectors/market cap/geographies based on select themes. While our endeavour is to construct the portfolio with specific themes in focus, the fund selection will be based on various fundamental & macro parameters based on the expertise & discretion of thePortfolio Manager. Read more

For further information on SBI Global Thematic Opportunities Portfolio you may read the Disclosure Document or contact our authorised official at the SBIFML ( IFSC- Branch) office.

The above content for information purpose only, this may undergo change in the future. Further, investments in securities are subject to certain risks, changes in market conditions, levy of taxes and other regulatory changes, etc. There is no guarantee or assurance that objective of portfolio / fund will be achieved. Prospective investors are advised to satisfy themselves that they are not prohibited by any law governing such entity from making investment and are authorized to make investment as per their respective constitutions, charter documents, corporate / other authorisations and relevant statutory provisions.

SBIFML ADVANTAGE

Strong Pedigree

  • Over 36 years of Investment management experience

  • JV between India's largest bank SBI, and Europe's largest asset manager, the French player Amundi

  • Investors can leverage on strength of both stakeholders to achieve best of both domestic and global investment practices

Investment Expertise

  • Proven expertise in managing strategies across asset classes

  • Strong in-house research provides depth and breadth of coverage resulting in superior stock selection

  • Average industry experience of investment team of over 15 years+

Rigorous Investment Process

  • Focus on innovation to build smarter investment strategies, robust internal framework through technology adoption and global expertise.

  • Structured and disciplined processes to ensure effective execution of strategies

  • Rigorous investment templates in place for each strategy

  • Flexibility to tailor solutions and advisory assignments

Robust Risk Management Framework

  • One of the leading risk management capabilities in india: 10 member independent team

  • Risk management aligned to international standards

  • Emphasis on coherence in risk monitoring & transparency in reporting

Get in Touch

Contact details for SBI Funds Management Limited (IFSC) – Branch

  • name

    Mr. Yashpal Sharma

  • phone-icon

    +91 84510 48593 | +91 (0)79-68320700

  • address

    SBI Funds Management Limited (IFSC-branch)
    Unit 209, 2nd floor,
    Signature Building, Block 13B,
    Zone-1, GIFTSEZ,
    Gandhinagar-382355 (Gujarat),
    India

  • email-icon

    yashpal.sharma@sbifundsgift.com