Mirae Asset GIFT Retail Opportunities
Return (1Y)
11.4% p.a.
Fund Type
Retail Scheme
Min. Investment
USD 5,000
Structure
SEBI IFSC Retail Scheme — IFSCA (Fund Management) Regulations 2022
Fund Manager Details
Global Investment Committee
Mirae Asset IFSC, GIFT City
Supported by Mirae Asset Global Investments' $280 billion platform across 16 countries with research teams in Korea, Hong Kong, India, UK, and the US
The fund benefits from Mirae Asset Global Investments' world-class $280 billion research platform. The GIFT City committee coordinates with Mirae's regional teams for real-time global investment insights unavailable to purely domestic fund managers. Mirae's 16-country presence provides differentiated on-the-ground research across Asian, European, and US equity markets.
Investment Objective
To generate long-term capital appreciation and income in USD for retail investors by deploying a diversified multi-asset portfolio across global equities, USD bonds, global ETFs, and sovereign fixed income — with a focus on fundamental value and disciplined risk management accessible at a lower minimum investment threshold.
Investment Philosophy
Value-Oriented Global Diversification
Mirae Asset IFSC's investment philosophy — shaped by Mirae Global's core conviction — holds that disciplined value investing across global markets delivers superior risk-adjusted returns over full market cycles. The team focuses on businesses with genuine competitive advantages, sustainable earnings growth, and valuations providing adequate margin of safety.
Value Discipline
Investments anchored to fundamental intrinsic value — P/E, P/B, and free cash flow yield — avoiding momentum chasing or trend-following at the expense of valuation margin of safety.
Global Research Depth
Research teams in 16 countries generate on-the-ground insights into local corporate governance, competitive dynamics, and sector trends unavailable from an India-only investment process.
Accessible Entry
IFSCA's Retail Scheme framework enables USD 5,000 minimum investment — dramatically lower than Restricted Schemes — democratising global diversification for a broader investor base.
Currency Strategy
USD base currency with tactical FX hedging overlay on non-USD equity positions to manage currency drag on global equity returns for USD-denominated investors.
Investment Strategy & Process
The Retail Opportunities fund follows a strategic asset allocation framework with tactical overlay adjustments. Core allocation is maintained across three asset classes, with rebalancing triggered by threshold deviations or significant macro regime changes identified by the global investment committee.
Strategic Allocation
Base: 55% global equities / 30% USD bonds / 15% global REITs + commodity ETFs — reviewed semi-annually against long-run return expectations.
Tactical Overlay
Monthly tactical shifts of ±10% within each asset class based on relative valuation, yield curves, and Mirae Global's proprietary macro signals.
Equity Selection
Factor-model shortlists of global quality-value composites; final stock selection by Mirae regional investment teams with global coordination.
Fixed Income Selection
Focus on investment-grade USD corporates (BBB–AA) and US Treasury ladders; selective high-yield allocation (max 20% of bond book) for yield enhancement.
ETF Integration
Low-cost global sector ETFs (Vanguard, iShares) used for tactical exposures in markets where direct security selection infrastructure is limited.
Liquidity Management
Minimum 20% in liquid instruments (T-bills, money market) for daily redemption processing. T+3 settlement on equity; T+1 on bond positions.
Interested in this fund?
Speak with our institutional advisory team for eligibility, documentation, and onboarding.