Ashoka India Equity Investment Trust plc –
India based analysts covering full breadth of Indian equity opportunities
No fixed annual management fee
Fully aligned with investor interest, only rewarded on rolling three-year alpha vs benchmark
Ashoka India Equity Investment Trust plc is advised by White Oak Capital Management Consultants LLP (India)
White Oak is a Mumbai-based boutique investment management and investment advisory firm founded by Prashant Khemka, former CIO and Lead Portfolio Manager of India Equity and Global Emerging Markets Equity at Goldman Sachs Asset Management.
As a result of the Financial Conduct Authority (“FCA”) rules determining which investment products can be promoted to retail investors, certain investment products are classified as “non-mainstream pooled investment products” and face restrictions on their promotion to retail investors.
The Company has concluded that the distribution of its shares, being shares in an investment trust, is not restricted as a result of the FCA rules described above.
The Company currently conducts its affairs so that the shares issued by the Company can be recommended by financial advisers to retail investors and intends to continue to do so for the foreseeable future.
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- 30 June, 2020 – Financial Year End
- September 2020 – Financial Results to be released for the year to 30 June 2020
- December 2020 – Annual General Meeting
- 31 December, 2020 – Half-Year Period End