Pooled Resources: AIF is a pooled fund – which means that funds from all investors are pooled and invested as a whole. Each investor is allocated units after the cycle’s funds are mobilized. Due to its pooled structure, resources and efforts that are spent on the portfolio are enjoyed by all investors in a cycle.
AIF: Alternative Investment Fund
International Equity Funds in Far East
We are excited to present our new products under International Equity Funds, Aequitas Far East Trust and Aequitas Far East International Trust , a restricted scheme (Non-Retail) construed as an open-ended Category III AIF under the IFSCA (International Financial Services Centres Authority) FM regulations, managed by Aequitas Investments IFSC Private Limited, which is registered with IFSCA as a registered fund management entity (non-retail). The fund will focus on eastern markets.
We take great pride in the performance achieved by our product, Aequitas Equity Scheme 1 (AIF) in the Indian equity markets which completed 5 years in March 2024. Embarking on this AIF journey in March 2019, with a fund corpus of $6 million and, in 5 years, commanding a fund AUM of $160 million, validates the robustness of our investment philosophy and trust shown by our investors, which has helped us navigate turbulent market cycles over the years.
Recognizing the Far East stock equity market’s emergence as an opportunity at extremely lucrative valuations, with significant growth potential, we are inspired to introduce one of the best international equity funds in India, tailored to meet the needs of both Indian and international investors.
Explore Aequitas' Top International Equity Funds for Investors
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Aequitas Far East Trust
A Category III open-ended AIF, focused at identifying opportunities in the Far East equity markets. This international equity fund is a suitable vehicle for Indian Residents looking for exposure in equity market outside India. The minimum ticket size to start is $1 Million. There is 1 year lock-in period .
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Aequitas Far East International Trust
A Category III open-ended AIF, focused at identifying opportunities in the Far East equity markets. This international equity fund is an ideal vehicle for international investors (NRIs, FPIs, FIIs, etc.), to invest in the Far East equity markets. The minimum ticket size to start is $1 million. There is no lock-in period.
Top Benefits of Aequitas' International Equity Fund
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Hassle Free: Due to the presence of a fund structure, taxation happens at the fund level. This means the investor can enjoy the gains without having to worry about taxation.
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Diversified Portfolio: At Aequitas we believe in investing with a significant margin of safety. In order to mitigate risks we construct well-diversified portfolios consisting stocks across sectors with the potential to generate outsized returns.
Category III AIF (Alternative Investment Fund) under Aequitas' International Equity fund offers multiple benefits, such as:
Our Approach
Investment Philosopy
Our investment philosophy is simple, we walk the talk. We believe that savings doesn’t create wealth for you, investing in the right manner does and through a carefully planned strategy, we deliver what we promise.
Connect with us..
Just like our conviction in long term investment strategy, we carry firm believe in building long term relationships with our investors.
That's the reason we have inculcated a culture of 1-1 relationships to guide you along this journey, right from the beginning, from Day 1.
If you are interested, to know more about our offerings, fill in your details and our team will reach out to you at the earliest opportunity.
Principal Officer, gift city
Subham Agarwal
After a successful kickstart to a career post-Chartered Accountancy course as an Investment Banker,
Subham Agarwal went onto pursue his career in Equity Investment in the listed space.
Having worked at Edelweiss and Investec India for over 4 years, in 2019, Subham joined the investment team of Aequitas with a deep understanding of varied sectors and valuations. With his entrepreneurial stint as Founder of Prep CA,
he is valued in the team for his fresh and rounded perspective on business challenges and processes.
Naturally curious about history and political dynamics, he is an avid reader.
In 2022, Aequitas launched the Offshore fund for International investors looking to invest in the Indian equity markets, and Subham took up the critical role as the Co-Fund Manager of the offshore fund.
Subham's profound interest and awareness of global events along with his tactical shrewdness to navigate market tides make him the right choice subsequently to lead Aequitas' Offshore Fund, as the Principal Officer.
Act on those thoughts, click for FREE consultation.
International Equity Funds - FAQs
? What type of AIF is Aequitas’ Far East Trust & Far East International Trust?
Aequitas’ Far East Trust & Far East International Trust is a long-only category III AIF, with exposure in only listed equities, in far east markets.
? How is tax computed in this International Equity Fund?
Tax is computed at fund's end.
? What is the minimum amount required to invest in Aequitas’ Far East International Equity Funds?
The minimum ticket size is $1 Million for each, Aequitas Far East Trust & Aequitas Far East International Trust.
? Can NRIs or International investors invest in the fund?
Yes, NRIs and International investors can invest ONLY in the Aequitas Far East International Trust.
? Is there any lock-in period in AIF?
Yes, there is a 1-year lock-in period for Aequitas Far East Fund. However, there is NO lock-in for Aequitas Far East International Trust.
How Do International Equity Funds Work?
International equity funds allow investors to access global markets by investing in stocks of companies listed outside their native (domestic) country. These funds are managed by experienced professionals who carefully select equities with high growth potential, typically focusing on regions with promising economic performance, such as the East Asia. By diversifying across international markets, these funds help mitigate the risks associated with investing solely in domestic markets, while also offering exposure to emerging global opportunities.
Who Should Invest in International Equity Funds?
International equity funds are ideal for:
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Diversification Seekers
Investors looking to spread their portfolio beyond domestic markets.
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Global Opportunity Hunters
Those aiming to leverage the growth potential of international economies, such as the rapidly expanding Far East/ East Asian markets.
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Long-Term Investors
Individuals who can stay invested for an extended period to benefit from market growth and currency appreciation.
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High net-worth individuals
High net-worth Investors who are comfortable to take exposure in upcoming multibagger opportunities, as a reasonable portion of their net investment corpus.
What are the tax implications on gains arising from such International Equity Fund investment?
Any profit or Gains on the sale of foreign securities is subject to capital gains tax at the time of redemption. Tax on foreign securities is determined by the holding period of such shares. If the investor has held shares for more than 24 months, then long-term capital gain (LTCG) will apply. If not, short-term capital gain (STCG) will be applicable.
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Long-term (>2 years):
14.95% (12.50% LTCG + 15% Surcharge +4% Cess)
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Short-Term (<2 years):
42.74% ( 30% STCG + 37% Surcharge +4% Cess)
Taxes shall be paid at the fund level, so the Partnership is not liable to pay taxes upon redemption. Further, the proceeds distributed to the partners shall also be tax-free.
