Risk Considerations
- The Fund is actively managed and invests mainly in a diversified portfolio of shares of Chinese companies and may have significant exposure to smaller capitalisation companies.
- Investment in the Fund involves risks, including general investment risk, equity market risk, geographic concentration risk, small and mid-capitalisation shares risk, risks associated with SME board, ChiNext market and STAR board, risks associated with the Stock Connect, emerging markets risk, risk associated with high volatility of equity markets in emerging countries (including China), risk associated with regulatory/exchanges requirements of the equity markets in emerging countries (including China), renminbi (RMB) currency and conversion risks, PRC tax risk, risks associated with depositary receipts and currency risk which may result in loss of a part or the entire amount of your investment.
- The Fund may use derivatives for hedging and efficient portfolio management and is subject to derivatives risk. Exposure to derivatives may lead to a risk of significant loss by the Fund.
- The value of the Fund can be volatile and could go down substantially.
- Investors should not invest in the Fund solely based on this website.
Investment involves risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
SICAV
China Evolution Equity Fund
Seeks to increase the value of its shares, over the long term, through growth in the value of its investments.
ISIN LU2187417386
30-Nov-2023
-
Wenli Zheng,
Portfolio Manager,
Overview
Strategy
Fund Summary
Our approach focuses on uncovering stocks where change and growth are underappreciated or undiscovered. Leveraging our long history of investing in China, we seek to identify innovative companies beyond the widely owned mega cap stocks that offer the long-term potential for durable or accelerating growth or a fundamental rerating. The manager is not constrained by the fund's benchmark, which is used for performance comparison purposes only.
Performance - Net of Fees
Past performance is not a reliable indicator of future performance.
30-Nov-2023
-
Wenli Zheng,
Portfolio Manager,
30-Nov-2023
-
Wenli Zheng,
Portfolio Manager,
Disclosure on Vendor Indices can be found here.