BMO LGM Greater India E USD Acc

Ranked 36 out of 49 in - India over 12 months
All calculations are in GBP unless stated

Managed by

Sam Mahtani

Sam Mahtani joined BMO Global Asset Management (EMEA) in 1993, helping launch the F&C India fund, the third offshore India fund to be available to foreign investors. He became co-portfolio manager for the fund in 1994 and lead manager in 1996. He has over 20 years’ investment experience analysing companies and managing money in emerging markets. Prior to BMO he worked at the Royal Bank of Scotland Plc for six years as senior bank officer in the corporate trusts division. He is an Associate of the Institute of Financial Services and a member of the CFA Society in the UK.

Rishikesh Patel

Rishikesh Patel joined LGM in 2006. Since the group he has researched Indian stocks and advised on Indian mandates. Patel relocated to the London office in October 2014 and became co-portfolio manager and then lead portfolio manager for the global emerging markets mandates in March and July 2016, respectively. Before joining the group, he worked with ICICI Securities and General Electric. Patel holds a post-graduate degree in finance and management from Jamnalal Bajaj Institute of Management Studies, Mumbai, and graduated in commerce from Narsee Monjee College of Commerce & Economics, Mumbai.


The Fund aims to achieve long-term capital growth through investment in an actively managed portfolio, primarily invested in equity and equity-related securities of companies in India and may include investment in other countries in the Indian sub-continent such as Sri Lanka and Bangladesh.

Showing fund performance in United Kingdom View performance globally


India over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.6%
2018 0.2% -8.4% 8.4% -11.4% 13.9%
2017 44.8% 23.9% 1.5% 2.8% 12.0%
2016 26.2% 0.0% 20.7% 14.5% -8.7%
2015 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date25/08/2015
  • Share Class size01Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0


  • Annual management0.00%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).