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FSSA Greater China Growth B

Bestinvest LogoGreater China equity fund offering exposure to mainland China mostly through Hong Kong and Taiwan.

PRICE (INC)

1271.16p

PRICE (ACC)

1271.16p

INITIAL CHARGE

4%

ANNUAL MANAGEMENT CHARGE

1%

ONGOING CHARGE

1.07%

YIELD

0.5%

1 YEAR
-12.98%

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.

This fund aims to achieve long-term capital growth. The portfolio of equities offers exposure to mainland China, Hong Kong and Taiwan. The fund is constructed from the bottom up and has high active share. The manager uses GARP (growth at reasonable price) approach to portfolio construction, and has an absolute return mindset.

Fund summary

SectorChina/Greater China
StructureOEIC
LaunchedDecember 2003
Size£582m
Yield0.5%
Charging BasisIncome
Dividends paidAcc units only

Charges

Standard Initial Charge4%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1%
Ongoing Charges Figure1.07%

Investment Process

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.

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning