HENDERSON CHINA OPPORTUNITIES - Fund overview

Portfolio

• Asset Allocation
• Equity Geographic
• Equity Capitalisation

Allocation		Proportion
	Equity	100%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	0%

Allocation		Proportion
	UK	0%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	100%
	Other Equity	0%

Allocation		Proportion
	Large Caps	76%
	Mid Caps	21%
	Small Caps	3%

View all performance data for HENDERSON CHINA OPPORTUNITIES

Investment process

The fund aims to provide long-term capital growth by investing in Hong Kong and Chinese company shares. The fund may invest indirectly in Hong Kong and Chinese company shares by buying securities such as American depositary receipts (ADRs). Research is carried out by Gartmore’s Global Emerging Markets team and combines top down and bottom up analysis. The team are based in London but visit emerging countries including China regularly. The starting point for research is forecasting long term growth rates and returns in each industry. The team then assess the companies within the industry, looking at their structure, assets and management. They use this information to produce future earnings forecasts and discounted cashflow based valuations. The focus is on stocks likely to deliver unexpected positive earnings growth compared to consensus forecasts. Though the analysts’ forecasts are long term, the team also look at factors likely to affect company’s share price over the next three to six months – these are factored in when deciding the timing and size of trades.