Greater China equity fund offering exposure to mainland China mostly through Hong Kong and Taiwan.
Prices as at 01 Jul 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Dividends paid||Acc units only|
|Standard Initial Charge||4%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||1%|
|Ongoing Charges Figure||1.07%|
This is a fairly concentrated portfolio, benchmarked for reference purposes only against the MSCI Golden Dragon Index. The fund is constructed on a bottom up basis, targeting companies that are investor friendly, have sound business models, strong franchises and a good management track record. Financial criteria include growth in earnings and return on equity at a reasonable price. Company visits are an essential part of the investment process and the team are locally based. The manager's investment style emphasises high conviction levels on all stocks within the portfolio - there are no positions held for relative benchmark risk purposes.
Past performance is not a guide to future performance. View full risk warning