Prajna CapitalNow!        Call 94 8300 8300      Call 94 8300 8300 Now!      NFO Period: July 17, 2012 to July 31, 2012   ...
DSP BlackRock US Flexible* Equity Fund                                                                                    ...
Contents•	 Why US equities?   - Access to the world’s largest equity market   - US Equities are a core component of global...
Why US equities?Prajna CapitalCall 94 8300 8300 Now!
Access to the largest equity market in the world       Top 10 Equity Markets by Market Capitalization (US$ trillion)      ...
0                                                                                                                         ...
US is amongst the most well diversified markets                                                         Cons.    Cons. MSC...
Represents numerous global investment themes          Global Trend                                                       I...
Prajna Capital                                                            Prajna CapitalResilient economy                 ...
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Dsp black rock us flexible equity fund   nfo presentation
Upcoming SlideShare
Loading in...5
×

Dsp black rock us flexible equity fund nfo presentation

1,335

Published on

DSP BlackRock US Flexible Equity Fund - NFO Presentation

Prajna Capital - Call 94 8300 8300 Now!

Published in: Economy & Finance, Business
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
1,335
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
6
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

Dsp black rock us flexible equity fund nfo presentation

  1. 1. Prajna CapitalNow! Call 94 8300 8300 Call 94 8300 8300 Now! NFO Period: July 17, 2012 to July 31, 2012 * An Open Ended Fund Of Funds Scheme Investing In a US Equity Fund (*The term “Flexible” in the name of the Scheme signifies that the Investment Manager of the Underlying Fund caninvest either in growth or value investment characteristic securities placing an emphasis as the market outlook warrants.)
  2. 2. DSP BlackRock US Flexible* Equity Fund (USD 1.3 billion*) Indian Investors BlackRock Global Funds (BGF) US Flexible Equity Fund Accessing one of the Flagship funds of BlackRock in the categorySource: Internal; *AUM as at May 31, 2012. *The term “Flexible” in the name of the Scheme signifies that the Investment Manager of the Underlying Fund can invest eitherin growth or value investment characteristic securities placing an emphasis as the market outlook warrants. 2
  3. 3. Contents• Why US equities? - Access to the world’s largest equity market - US Equities are a core component of global equity portfolios/indices - Amongst the most well diversified markets - Represents numerous global investment themes - Resilient economy• Why invest now? - Attractive valuations - Continued out-performance by US markets in recent times - Global portfolios are overweight on US equities - Strong corporate balance sheets• Why DSP BlackRock US Flexible* Equity Fund? - BGF US Flexible Equity Fund: A portfolio well-positioned - BlackRock: World’s Largest Asset Management Company*The term “Flexible” in the name of the Scheme signifies that the Investment Manager of the Underlying Fund can invest either in growth orvalue investment characteristic securities placing an emphasis as the market outlook warrants. 3
  4. 4. Why US equities?Prajna CapitalCall 94 8300 8300 Now!
  5. 5. Access to the largest equity market in the world Top 10 Equity Markets by Market Capitalization (US$ trillion) 18 15.7 16 14 12 USD trillion 10 8 6 4 3.3 3.0 2.9 2.9 1.8 2 1.4 1.2 1.1 1.1 0 US Japan UK China Hong Kong Canada France Germany Australia Brazil US market capitalization is greater than those of the next 6 countries combinedSource: Bloomberg; as at May 31, 2012 5
  6. 6. 0 25 50 75 100 0 25 50 75 100 MSCIACWI MSCIACWI S&P Global 1200 S&P Global 1200 Source: Internal, as at May 31, 2012 FTSE Developed FTSE Developed Index Index US as a % of Global Equity Indices S&P Global 100 S&P Global 100 FTSE All World Index FTSE All World Index MSCI World MSCI World 0 25 50 75 100 0 25 50 75 100 Information Information Technology Technology Healthcare Healthcare Consumer Consumer Discretionary Discretionary Consumer Consumer Staples Staples Utilities Utilities Industrials Industrials Energy Energy Financials Financials Global Global US Equities are a core component of global equity portfolios/ indices Infrastructure Infrastructure US Equities have the largest allocation in every major global equity and sector index Materials Sector Materials Sector6 US as a % of Global Sector Indices (S&P Global Indices)
  7. 7. US is amongst the most well diversified markets Cons. Cons. MSCI Wt(%) Energy Materials Industrial Financial Pharma Tech Telecom Utilities Top 2 Disc StaplesUS 10.7 3.6 10.1 11.9 11.2 14.0 11.7 20.0 3.2 3.7 34.0Japan 1.6 6.9 20.8 20.0 6.7 17.4 6.7 12.1 4.4 3.5 40.8UK 19.5 11.3 6.2 6.2 17.2 17.8 8.8 0.7 7.5 4.9 37.3China 18.4 5.0 6.7 5.8 5.6 35.2 0.8 7.0 13.3 2.2 53.6Hong Kong 0.0 0.0 10.9 13.7 0.0 59.8 0.0 1.3 0.5 13.8 73.6Canada 26.4 19.3 6.0 3.8 3.2 33.7 1.8 1.2 3.3 1.2 60.1France 12.6 7.3 15.8 13.3 12.3 13.3 12.2 3.1 5.7 4.5 29.0Germany 0.0 15.9 13.9 18.4 4.3 16.0 12.0 8.7 3.8 7.1 34.4Australia 6.8 23.9 4.8 1.7 8.9 46.1 3.9 0.4 2.0 1.6 69.9Brazil 18.8 19.9 4.4 3.6 13.1 24.2 0.9 3.5 3.5 8.0 44.1 • All MSCI industry sectors are well represented in the US market • The top 2 sectors – Financials & Technology – account for only ~34% of the US equity marketSource: CLSA Research; as at May 31, 2012 7
  8. 8. Represents numerous global investment themes Global Trend Investable Company Themes Examples* Apple Inc. Technology Google Lifestyle Shifts Microsoft New Media IBM New Health Pfizer Services Abbot Labs Demographic Shifts Johnson & Johnson Economic Shift Proctor & Gamble Expedia Niche Growth NASDAQ Productivity Enhancement McGraw Hill Companies Market Theme General Electric US companies have exhibited unparalleled innovation to lead many global trends*Company examples are for illustration purposes only, there is no guarantee that they will form a part of the portfolio of BGF US Flexible Equity Fund 8
  9. 9. Prajna Capital Prajna CapitalResilient economy Call 94 8300 8300 Now! Call 94 8300 8300 Now! US unemployment rate 12 10 8 (%) 6 4 2 1975 1977 1979 1981 1983 1985 1987 1989 1991 1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 Significant decrease in unemployment numbers after each economic slowdown thereby exhibiting economic resilienceSource: ISI. Data through December 2011. 9
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×