REPORTS: OpenFunds, Press Release Aug 2017

PRESS RELEASE – for immediate release to qualified investors


OpenFunds, the leading independent, partner-owned, Swiss fund placement agent, has entered into a collaboration with Anarosa Asset Management to distribute Anarosa Funds (Lux) – Gate of India (‘Gate of India Fund’), a Luxembourg SICAV UCITS V investing in Indian equities.


OpenFunds Investment Services SA is pleased to serve as the placement agent for the Gate of India Fund managed by Anarosa Asset Management, a Liechtenstein AIFM and member of the Monterosa Group.


Macro Investment Case

By 2030, India is projected to have a population of one-and-a-half billion people, more than double the size of Europe. The attractive demographic structure with most people under the age of 35 combined with a strong education system and fluent English, are the building blocks for future growth. The potential demand for goods and services from a rising middle class is forecast to drive India to become the second largest economy in the world by 2040.The macroeconomic outlook for India is the best it has been in recent history. Domestic and external circumstances could not be more favourable, making India a bright spot in emerging markets.


The Monterosa Group – Long-term investor in India

Monterosa Group is a Swiss family-owned independent financial advisory group with a global foot-print. The company started its investment activities as one of the first foreign portfolio investors in India over 20 years ago. Back in 1995, the Monterosa Group started investing into the country when it was still considered a high-risk frontier market. Since then, India has emerged as a major world market and the Monterosa Group has participated in this journey by investing into hundreds of companies. Today, the company services a diversified portfolio of over USD 3 billion.


OpenFunds – A distributor of attractive and sustainable liquid investment solutions

OpenFunds Investment Services AG is an independent company established under Swiss law, licensed and supervised by the Swiss Financial Market Supervisory Authority (‘FINMA’) as legal representative and as distributor of foreign collective investment schemes for qualified investors. Read more at:

Siro Zanovello, CEO of OpenFunds, believes that the collaboration with the Monterosa Group helps OpenFunds to further expand its product offering in frontier and emerging markets. “Most of the products we distribute at OpenFunds are a little different than what an investor would typically see. We are always on the look-out for truly scalable liquid alternative solutions. With the Gate of India Fund, we believe we will be able to present to the investor community in Switzerland, a unique product that combines daily liquidity and high-risk management standards with an institutionalized bottom-up investment process.”

For more information on the Gate of India Fund, please visit



Disclaimer: this document provides general information about Anarosa Funds (Lux) -Gate of India. The information contained in this document is intended as an introduction and does not constitute a request, an offer, or a recommendation either to buy or sell shares or to undertake any other transactions, nor does it represent an investment proposal or any kind of advice, and is not to be relied on in connection with any contract or commitment whatsoever. This document is strictly private and confidential and solely for your information. The document may not be reproduced, redistributed, passed on or communicated, whether orally or in writing, directly or indirectly, to any other person or published, in whole or in part, for any other purpose. In various jurisdictions, the distribution of this document may be restricted by law, and persons into whose possession this document comes should inform themselves about, and observe, any such restrictions. Ana Rosa Funds (Lux) -Gate of India is approved and authorized for public distribution by the relevant regulatory authorities in Luxembourg, Germany and Switzerland. This document is not a complete presentation of every material fact regarding the subject matters addressed in it and Anarosa Funds (Lux), WARBURG INVEST LUXEMBOURG S.A., Anarosa Asset Management AG, M.M. Warburg Bank (Schweiz) AG and M.M. Warburg & Co KGaA, its shareholders, directors, employees and/or agents, make no representation, guarantee or warranty whatsoever with respect to the information in this document (including, without limitation, as to the accuracy, suitability, completeness or reliability of its contents) and disclaim any liability for any losses or damages which may arise from the use of the information in this document.


The value of the shares and the return they generate can go down as well as up.  Market volatility or fluctuations in exchange rates may have an adverse effect on performance. Past performance is not an indicator of current or future performance. Performance values are calculated without taking account of commissions and costs that result from selling and buying back investment.  Investments in emerging markets carry greater risks which could reduce the return generated on investments.  Furthermore, no guarantee can be given that the performance of the benchmark will be reached or outperformed. The breakdown into sectors, countries and currencies as well as possibly indicated benchmarks is liable to change. The Representative and Paying Agent in Switzerland is M.M. Warburg Bank (Schweiz) AG. The Information Agent and Paying agent in Germany is M.M. Warburg & Co KGaA, and the Paying Agent in Luxembourg is M.M. Warburg & CO Luxembourg S.A. The Prospectus, Articles of Association and Key Investor Information Document may be obtained free of charge upon request from the respective Representatives and Information Agent. By accepting this document, you confirm that you have understood, acknowledge and agree to the foregoing conditions.