The Fund aims to provide capital growth over the long term.
The Fund invests at least 80% of its assets in a concentrated portfolio of shares (equities) and equity-related securities of companies, of any size, in any industry, in China or Hong Kong. Companies will have their registered office in or do most of their business (directly or through subsidiaries) in this region. The Fund may invest in derivatives (complex financial instruments) and also up to 50% of its assets in China A Shares.
Note: You should not make investment decisions based solely on marketing materials. You should read the Prospectus and the Product Highlights Sheet of the Fund for more details of the investment risks and seek independent professional advice where appropriate.
ABOUT THIS FUND
- A combination of long – and to a lesser extent, short – positioning provides diversified exposure to Hong Kong and Chinese shares
- Fundamental research is channelled through a robust, proven investment process focused on stock-specific analysis
- Political, economic, social, and technological forces are opening up new investment opportunities as China matures and, with combined experience of more than 30 years, the team is well placed to exploit them