Upcoming NFO: Marcellus Global Equities Fund NFO Opens on June 8

Marcellus Investment Managers Private Limited-GIFT IFSC has announced the launch of the Marcellus Global Equities Fund, a retail-oriented investment scheme aimed at providing Indian investors with access to global equity markets through the GIFT City International Financial Services Centre (IFSC) framework. 

The New Fund Offer (NFO) for the scheme will open on June 8, 2026, and close on June 19, 2026. The fund will operate under the regulatory oversight of the International Financial Services Centres Authority (IFSCA). 

Marcellus Global Equities Fund NFO Details 

According to Marcellus, the fund is designed to provide Indian residents and corporates with a regulated route to invest in global equities without directly transferring capital overseas. 

The scheme requires a minimum investment of $5,000, while additional investments can be made starting from $2,000. 

The fund will be denominated in US dollars and aims to help investors gain exposure to international markets through the GIFT City ecosystem. 

Marcellus Global Equities Fund Investment Strategy  

The Marcellus Global Equities Fund will invest in what the firm describes as high-quality global compounders positioned across long-term structural growth themes. 

These themes include: 

The fund seeks to identify businesses that could benefit from these long-term global trends. 

Marcellus Global Equities Fund Structure and Charges 

The scheme has been structured under GIFT IFSC regulations. 

Key features include: 

The fund house stated that taxation will be handled at the fund level, reducing compliance requirements for investors. 

Long-term capital gains will be taxed at 12.5% after 2 years, while gains realised within 2 years will be taxed at the applicable short-term rate. 

Why Global Diversification Matters 

According to Marcellus, Indian investors continue to build wealth primarily through domestic assets, while many long-term financial goals are linked to global consumption and US dollar-denominated expenses. 

The firm also cited historical market data indicating that India and the United States have been among the few markets to consistently generate strong long-term dollar returns over extended periods. 

It further noted that a diversified allocation across Indian and US equities has historically delivered improved risk-adjusted returns compared to investing exclusively in either market. 

Read More: HDFC Mutual Fund Restricts Lumpsum Investments in Gold ETF and Gold ETF FoF; Check New Limits 

Conclusion 

The Marcellus Global Equities Fund aims to provide Indian investors with access to international equity markets through the GIFT City framework. With a focus on global structural growth themes, and dollar-denominated investments, the fund offers an additional avenue for investors seeking geographic diversification beyond domestic markets. 

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.  

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.