Marcellus Launches Global Equities Fund via GIFT IFSC, NFO Opens on June 8

Marcellus Investment Managers Private Limited Launches Global Equities Fund

Marcellus Investment Managers Private Limited-GIFT IFSC has announced the launch of its Marcellus Global Equities Fund, a retail-oriented investment scheme designed to give Indian investors direct access to global equity markets through the GIFT City International Financial Services Centre framework.

The New Fund Offer for the scheme will open on June 8, 2026, and close on June 19, 2026, under the regulatory oversight of the International Financial Services Centres Authority. The fund is positioned as a structured route for Indian residents and corporates to participate in global markets without directly transferring capital abroad, while remaining within a regulated domestic framework.

The initiative comes at a time when Indian investors continue to build wealth primarily in rupee-denominated assets, even as their education, travel, consumption, and lifestyle aspirations are increasingly linked to the US dollar. The fund aims to address this gap by offering exposure to global equities in dollar terms, with a minimum investment threshold of $5,000 and additional investment flexibility starting at $2,000.

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The investment strategy will focus on high-quality global compounders positioned across long-term structural megatrends, including the expansion of defence and aerospace spending, the growth of AI-driven capital expenditure, rising global demand for power and data infrastructure, and sustained strength in luxury consumption and premium brands.

The fund structure has been designed under GIFT IFSC regulations with a total expense ratio of 2% per annum and an exit load of 2% applicable for redemptions made within 24 months. There is no fixed lock-in period. The scheme provides daily net asset value disclosure and allows investors the flexibility to redeem in foreign currency. Taxation is handled at the fund level, removing the need for additional compliance at the investor level, with long-term capital gains taxed at 12.5% after two years and short-term gains taxed at the applicable fund rate within two years. Onboarding is fully digital and requires only PAN and Aadhaar, without the need for a separate GIFT City bank account.

The company has highlighted long-term market data suggesting that only the United States, alongside India, has consistently delivered strong long-term dollar returns across multiple decades. It further noted that a diversified allocation between Indian and US equities has historically produced higher returns with significantly lower risk compared with standalone exposure to either market.

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