Mahindra Manulife Asia Pacific Reits Fund- Regular Growth

An open ended fund of fund scheme investing in Manulife Global Fund – Asia Pacific REIT Fund

Type : Mutual Fund

Asset Class : FOF

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Fund Summary
Min Investment 5000
Min SIP 1000
Lock InNo
*10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment fo Units.

Any redemption in excess of the above limit shall be subject to the following exit load:
» An exit load of 1% is payable if Units are redeemed / switched-out on or before completion of 12 months from the date of allotment of Units;
» Nil - If Units are redeemed / switched-out after completion of 12 months from the date of allotment of Units.

Fund Manager : Mr. Pranav Patel (Dedicated Fund Manager for Overseas Investments)

Total Experience: Collectively over 12 years of experience in the field of ESG and Sustainability.

Experience in managing this fund : Managing since January 5, 2024

Fund Manager (Debt) : Mr. Amit Garg

Total Experience: Collectively over 17 years of work experience in the Fixed Income segment

Experience in managing this fund : Managing since October 20, 2021

This Product is Suitable for investors who are seeking*

  • Capital appreciation over long term
  • Investments in units of Manulife Global Fund – Asia Pacific REIT Fund
Mahindra Manulife- Scheme Risko Meter Very High

Mahindra Manulife Asia Pacific REITs FOF

Investors Understands that their principal will be at Very High risk

Mahindra Manulife- Benchmark Risko Meter Very High

FTSE EPRA Nareit Asia ex Japan REITs Index

  • Scheme Overview
  • Scheme Documents and Forms

Investment Objective:

The investment objective of the Scheme is to provide long term capital appreciation by investing predominantly in units of Manulife Global Fund – Asia Pacific REIT Fund, an overseas fund primarily investing in real estate investment trusts (REITs) in the Asia Pacific ex-Japan region. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Key Features:

  • International REITs are a great way to diversify a portfolio and build exposure to real estate markets worldwide
  • Capture the potential recovery of economies on the back of roll-out of COVID-19 vaccines.
  • Manulife Investment Management - 90+ years investment experience of property investment/asset & property management*.
  • Aims to provide Inflation Hedge
  • *As of 31st Aug, 2021
    3Manulife Investment Management, as of 1st July 2021.

Potential Risk Classification (PRC)
Fund Performance:
Mahindra Manulife Asia Pacific REITs FOF CAGR Returns (%) Value of Investment of 10,000* (Rs) NAV / Index Value (as on Jan 31, 2024)
Managed by Mr. Pranav Patel (Dedicated Fund Manager for Overseas Investments) () and Mr. Amit Garg (Debt) 1 Year 3 Years 5 Years Since Inception 1 Year 3 Years 5 Years Since Inception
Regular Plan - Growth Option -11.46 N/A N/A -7.35 8,854 N/A N/A 8,401 8.4006
Direct Plan - Growth Option -10.60 N/A N/A -6.41 8,940 N/A N/A 8,596 8.5964
FTSE EPRA Nareit Asia ex Japan REITs Index^ -9.18 N/A N/A -2.09 9,082 N/A N/A 9,529 252624.5
Nifty 50 TRI^^ 24.35 N/A N/A 9.13 12,435 N/A N/A 12,207 31939.59

^Benchmark ^^Additional Benchmark. Inception/Allotment date: 20-Oct-21. Past performance may or may not be sustained in future and should not be used as a basis of comparison with other investments. Since inception returns of the scheme is calculated on face value of Rs. 10 invested at inception. The performance details provided above are of Growth Option under Regular and Direct Plan. Different Plans i.e Regular Plan and Direct Plan under the scheme has different expense structure. *Based on standard investment of Rs. 10,000 made at the beginning of the relevant period. Pursuant to change in Fund Management Responsibilities, the scheme shall be managed by Mr. Pranav Patel (Dedicated Fund Manager for Overseas Investment) and Amit Garg effective January 5, 2024.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.