WHAT ARE YOU LOOKING FOR?
Long Term Investment Solutions
With our Equity Funds, you can look forward to substantial returns, as you access diversified international markets managed by the finest fund managers.
Investing today for a better tomorrow requires seizing unique opportunities presented by the world’s fastest-growing economies. By capitalizing on these trends, you can enhance your portfolio with exposure to diverse equities
Swan Foreign Equity Fund
ISIN: MU0768S00053
Launched in October 2008, the Foreign Equity Fund is an actively managed fund which seeks capital appreciation by investing in developed equity market over the medium to long-term.
As the performance is driven solely by capital appreciation, investors are not taxed on their returns from the Fund.
Features & Benefits:
- Benchmark - MSCI World (MUR)
- Asset Class: Developed Equity Markets (US, Europe, UK, Japan etc)
Swan Emerging Market Equity Fund
Capitalise on the world’s fastest growing economies
ISIN: MU0768S00004
Launched in November 2018, the Swan Emerging Market Equity Fund is an actively managed fund which aims to grow your investment through capital gain and income by investing in a diversified portfolio of emerging market equity instruments over the medium to long-term.
Features & Benefits:
- Seek capital appreciation by investing in emerging markets
- Asset Class - Emerging Equity Markets (China, India, Brazil, Russia, etc)
- Benchmark - MSCI Emerging Net Index (MUR
- Income Distribution: Annual distribution, subject to satisfying statutory requirements & receiving Directors’ approval
