abrdn New India Investment Trust adjusts investment policy limits

Published 25/09/2025, 10:04
abrdn New India Investment Trust adjusts investment policy limits

LONDON - abrdn New India Investment Trust plc announced Thursday a non-material change to its investment policy that increases flexibility in portfolio weightings relative to the MSCI India Index.

The Board has approved an amendment allowing greater deviation from index weightings when making investments. The revised policy permits exposure to individual issuers at the higher of 10% of net assets or the issuer’s MSCI India Index weight plus 3.5%, measured at the time of investment. This represents an increase from the previous allowance of index weight plus 2%.

The maximum exposure limit to any single issuer remains capped at 20% of net assets.

According to the company’s statement, this adjustment will enable the investment manager to better reflect conviction in underlying stocks following recent changes to MSCI India Index constituents.

The change affects only the relative weighting parameters while maintaining the trust’s overall investment approach and maximum concentration limits.

The announcement was made via a regulatory filing on Thursday.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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