Investment objective
The Sub-Fund aims to outperform the MSCI China 10/40 Index (the “Index Benchmark”) over the long term.
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The Sub-Fund invests primarily in shares of Chinese companies. Under normal circumstances, at least 80% of its assets will be invested in China A shares, H shares, B shares, Red Chips, P Chips, depositary receipts of Chinese companies and other developed market equities (where used in connection with derivative strategies).
The Sub-Fund may gain exposure to China A shares directly or indirectly through financial derivative instruments ("FDI"). FDI may also be used for investment purposes, efficient portfolio management and hedging, including currency hedging.
The Sub-Fund may invest up to 10% of its net asset value in eligible collective investment schemes and may hold cash and cash equivalents for liquidity management purposes.
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The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested.
Potential investors must read the prospectus, and where relevant, the key investor information document before investing.
This website is a Marketing Communication and does not qualify as an investment recommendation.
Why invest in this fund
Positioned for transformation
Aligns with the structural trends shaping China's future and its critical role in the global economy, helping position the portfolio towards areas of long-term growth potential.
Quantamental edge
Combines fundamental and thematic insights with quantitative portfolio construction, blending active conviction with systematic discipline.
Diversification without dilution
A selective portfolio designed to capture the benefits of diversification without diluting active insights and conviction.
Victoria Mio provides bottom-up research and investment recommendations as inputs to the quantitative model used to determine portfolio composition.
