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First Global India Super 50 Portfolio (IS50) – Pure Equity Scheme

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About Company

First global firm with more than 30 year of experience in investment business. So many big and small investor are trusting them across the globe.
First global firm is regulated by the Financial Conduct Authority (FCA), UK, Securities & Exchange Commission (SEC), US, Securities & Exchange Board of India (SEBI), India, Cayman Islands Monetary Authority (CIMA).

Fund Snapshot

Year of Inception 2020
Number of Stocks Around 50
Investment Horizon Medium to Long Term
Fund Managers Ms Devina Mehra, Mr Alok Kumar and Team

Investment Philosophy

First Global has come up with its unique proprietary investment criteria. With First Global, you can invest in around 50 stocks that are well-positioned across segments or sectors. The objective of this investment is to generate low volatility returns. 

In terms of investment strategy, First Global’s IS50 has combined artificial intelligence with human intelligence where data meets decades of experience to work around the investment objective.

Unique Feature - First Global India Super 50 Portfolio

First Global India Super 50 believes in making informed decisions and not merely investing. The First Global India Super 50 Portfolio- Pure Equity Scheme has a unique feature towards investing. Their team of highly expert personnel do deep research.

Also, using Artificial intelligence and Machine Learning technology, they cater to their clients’ best stocks. Further, the brilliant and hardworking team narrows down the list of stocks and assets to invest in.

First Global India Super 50 portfolio is unique due to the following beliefs:

  • Often statement decisions are genuinely unbiased. Often, risks and returns don’t go together.
  • Diversification of funds, when done right, can reduce a considerable amount of trouble.

Unconventional Wisdom Behind First Global's Investing Process

First Global is well known around the world for its highly data-driven investment strategy. Regarding investment, First Global is emotionless. They are not sentimental about it. They see it for what it is—a way to become wealthy while reducing risk. Why then does The investment strategy hold true throughout markets and cycles?

The notion that diversity is the adversary of good returns is the most prevalent financial myth that is repeated day in and day out. Concentrated portfolios are frequently a formula for catastrophe, in truth. Any fund manager who claims to manage highly concentrated portfolios will perform well for a while before losing their edge when even one or two equities in the portfolio experience adverse weather.

The research and lessons learned at First Global have been quite the opposite. The diversification technique has allowed us to discover that you may produce huge amounts of alpha across market cycles without increasing risk proportionally.

Once more, most fund managers see investing as a romantic relationship: you fall in love with your stocks. Even the most obvious danger indicators are ignored by you. And you persist all the way to the finish. Not us. They have no bias. Unbiased. Unemotional.

They will withdraw if they detect an issue with a portfolio stock, a sector, or a nation. There won’t be any justification. This strengthens First Global’s strategy. It lessens the danger in The strategy. It all contributes to consistent investment performance.

Investment Approach

Investment management products from First Global are available globally. India included. And after three decades of investment, They have one, count ’em, one, key lesson: 90% of your results are determined by the top-down strategy of asset allocation, country allocation, and sector allocation.

Stock selecting from the bottom up only adds 10% value! And the only topic of conversation you hear is “excellent stock selections.” This knowledge has been transformed into the Risk and Return Optimisation (RARO) Model of Investing, which was previously described.

About Fund Manager

Devina Mehra:Co-Founder, Chairperson & Managing Director, First Global Group

Devina Mehra - AIf pms Expert
Devina Mehra is the Co-Founder, Chairperson, and Managing Director of the First Global Group. She completed her MBA in the year 1986 from the storied IIM, Ahmedabad, the No. 1 Business School in India; Now also ranked No. 1 in Asia. She holds a graduation degree in Mathematics, Statistics and English from Lucknow University. She is a gold medalist at both IIM, Ahmedabad and Lucknow University.

Unique Features

First Global India Super 50 believes in making informed decisions and not merely investing. The First Global India Super 50 Portfolio- Pure Equity Scheme has a unique feature towards investing. Their team of highly expert personnel does deep research.

Also, using Artificial intelligence and Machine Learning technology, they cater to their clients’ best stocks. Further, the brilliant and hardworking team narrows down the list of stocks and assets to invest in.

First Global India Super 50 portfolio is unique due to the following beliefs:

  • Often statement decisions are genuinely unbiased. Often, risks and returns don’t go together.
  • Diversification of funds, when done right, can reduce a considerable amount of trouble.

FAQs

How can one open a PMS account with First Global?

You can quickly contact https://aifpms.com/contact and send the queries, and we will surely help you get through.

Write your queries and our team will get back to you as soon as possible.
Please call on : 8368586435 or 98811 56123

How can one track and monitor the performance of their portfolio?

You will receive the following reports that will help you to track and monitor the performance of your portfolio:

Monthly Report: This report will provide you with the latest monthly holding statement.

Quarterly Report: This report will be more detailed and will give you information regarding what is in and what is out, fees charged, corporate benefits.

Does First Global offer any customised plans?

Yes, First Global India cares for the needs of their investment status and thus offers customised plans for the clients

Does First Global offer any customized plans?

Yes, First Global India cares for the needs of their investment status and thus offers customised plans for the clients

What is the investment strategy of First Global India Super 50?

There are two primary investment strategies that First Global India Super 50 follows:

  • Low volatility returns by investing across sectors and asset classes.
  • The company brings the first Global Indian Multi-asset and the first Global India Super 50.

What are the benefits of investing in First Global India PMS?

  • Low-risk factors.
  • Appreciated the returns.
  • Consistent positive returns.

Are there any risks involved in investing in a pure equity Scheme?

Yes, all investments come with a certain amount of risks. An investor must carefully read all the documents and risks associated with the investment before taking any steps. You can always take the help of your fund manager for any guidance.

Who will take decisions and will make investment choices on the Client’s behalf?

First Global provides discretionary Portfolio Management Services wherein the Portfolio Manager, and the team manage your portfolio on a day-to-day basis. The decisions are taken by them on the Client’s behalf. These decisions are supported by systems and models, including Artificial Intelligence based systems, built over several years.

Is there any guarantee or capital protection against this scheme?

No, there is no such protection or guarantee against a pure equity scheme.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

The India Super 50 (IS50)

AMC Name: First Global Finance Pvt. Ltd. (portfolio Manager) Inc Date: 11-Feb-20
multi cap
(PMS)
128 Strategy 3.40 7.40 1.50 -1.50 28.80 NA NA NA 28.90
NIFTY 500 4.50 8.50 7.10 5.40 28.70 NA NA NA 19.50

The First Global – INDIAN Multi-Asset Allocation PMS (IMAAP)

AMC Name: First Global Finance Pvt. Ltd. (portfolio Manager) Inc Date: February, 2020
multi asset
(PMS)
128 Strategy 2.70 5.60 1.40 -0.10 17.43 NA NA NA 17.49
CRISIL Moderate Hybrid Index 3.00 6.00 4.00 3.10 15.36 NA NA NA 13.18

Book a call with our experts

For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.