INVESTMENT OBJECTIVE
The Fund aims to provide capital growth over the long term.
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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.
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ABOUT THIS FUND
Built through disciplined, research driven stock selection capturing opportunities arising from economic, social and technological shifts. It offers investors exposure to companies that aim to deliver unexpected earnings growth in markets offering attractive returns at a reasonable price.
Why invest in this fund
ALL-CAP, CORE PORTFOLIO
Seeking companies with persistent long-term earnings growth
DISCIPLINED BOTTOM-UP APPROACH
Focusing on the intersection of theme, governance, and fundamental analysis
HIGH CONVICTION APPROACH
Rigorous implementation of risk budgeting, with a significant portion of risk in selected high conviction ideas
