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Factsheets

  • India's only

    Global Multi-Asset portfolio

    Americas

    Europe

    Asia

    ME & Africa

    Rest of World

    Stocks

    Bonds

    Alternatives

    Real Assets

    Cash

    Over 85% of Morningstar Premium monthly reports during 2020, 2021 and 2022 rated Mash Global 5 stars

    Based on the review of 10,000+ open-ended and 1,000+ closed-ended funds via Morningstar India since 31Mar18 through 31Mar25

  • Mash Global Multi-Asset (MGM) is a USD-denominated, multi-geography (ex-India), multi-asset strategy.

    Our economic objective is to outperform the world, as measured by the MSCI All Country World Index (ACWI) over every rolling 5 years. And to do so without taking undue risks.

    MGM follows a risk-conscious approach, ideally suited for prudent investors - both global and Indian U/HNIs and Family Offices - with a minimum investment horizon of 5 years.

    Investor base currently spans North America, Europe, Middle East and Asia, and includes family offices, business owners, CXOs, progressive professionals and more.

  • Fund name

    Anantam International SPC Fund

    Sub Fund

    Mash Global Multi-Asset Fund

    ISIN

    KYG0362C1160

    Structure

    Open-ended

    Domicile

    Cayman Islands

    Manager

    Arpana Investment Management Ltd

    Advisor

    Mash Capital Management LLP

    Corporate Secretary

    Apex Fund Services Ltd

    Administrator

    OHM Dovetail Global Admin (IFSC)

    Auditor

    RSM Cayman Ltd

    Fund launch

    January 24, 2023

    Strategy inception

    May 26, 2011

  • Abbott Laboratories

    AbbVie

    ACWI ex-USA

    CoStar Group

    Freeport-McMoRan

    iShares Gold ETF

    Meituan

    MercadoLibre

    Novo Nordisk

    S&P500 Hedge

    Taiwan Semiconductor

    Vertex Pharmaceuticals

    Top Holdings are representative of the Mash Global Multi-Asset portfolio as of the factsheet date. Mash Capital neither discusses nor is it obligated to disclose its portfolio holdings

  • Portfolio as one Company (PortCo)

    on a weighted average basis

    Market Cap, $B

    220

    Revenue, TTM, $B

    60

    Revenue growth rate, 3y average, %

    12.2

    Gross Margin, TTM, %

    54.7

    Return on Equity, TTM, %

    24.3

    Operating Cash Flow, TTM, $B

    14

    Free Cash Flow, TTM, $B

    8

    Yield, dividend plus buyback, TTM, %

    2.3

  • BY geography (%)

    Americas

    48.2

    Europe

    18.4

    Asia

    22.7

    Rest of World

    10.7

    BY ASSET CLASS (%)

    Stocks

    49.9

    Bonds

    2.5

    Alternatives

    12.2

    Real Assets

    12.1

    Cash

    23.3

  • 2025 Q1
  • Corpus

    $100,000 minimum initial investment

    Horizon

    5+ years

    Fee

    Management fee ranges from 0.75% to 1.25% per annum

    Performance fee at 15% of annual profits, high water mark applicable

    Other

    No upfront fees, no lock-ins

    Exit load applicable (3% for the first 3y, 2% for the next 2y, nil thereafter)

    Please refer to Terms as well as the the rest of this factsheet, only in conjunction with the rest of the Offering Document, which includes the Private Placement Memorandum along with its Supplements and Addenda where applicable.

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