View more on these topics

Dalton Strategic Partnership – Melchior Selected Trust Indian Opportunities Fund

Dalton Strategic Partnership

Melchior Selected Trust Indian Opportunities Fund

Type: Sicav

Aim: Growth by investing in a concentrated portfolio of Indian equities with a bias towards medium and smaller companies

Minimum investment: Lump sum $10,000

Investment split: 23.1% housing related, 10.86% chemical, 9.41% finance, 8.75% oil & gas, 7.26% metal & metal products,, 7.17% capital goods & construction, 6.27% textiles, 5.38% IT, 5.08% agriculture, 3.94% transport services, 3.83% transport equipment, 11.45% other

Place of registration: Luxemburg

Charges: Initial up to 5%, annual 1.75%, performance fee 15%

Commission: Subject to negotiation

Tel: 020 7367 5400


Drain on resources

I have received a statement from my personal pension provider that seems to show that my fund at retirement will be worth less than it is today, even if it grows at 5 per cent a year. Can this possibly be right?

Don’t price out the brokers

Last month, Money Marketing ran an open letter from seven of the biggest mortgage distributors, calling on brokers to understand and make allowances for the strain being placed on lenders by current market conditions.

US election

Capital Market Notes, November 2016 David Lafferty, chief market strategist at Natixis Global Asset Management, looks at the impact on markets and portfolios since the somewhat surprising outcome of the US election. Click here


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm