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Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:
Strategy
Seeks long-term capital appreciation by:
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Investing flexibly across China onshore (A-shares) and offshore equity markets (H-shares, ADRs)
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Constructing a high-conviction portfolio of stocks that possess attractive valuation, good quality and compelling investment catalyst
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Employing a disciplined, bottom-up approach that combines fundamental research with proprietary quantitative tools tailored to the China equity markets to identify attractive investment opportunities while managing risks
Portfolio Management Team
Investment Risks to Consider
These and other risks are described in the Fund's prospectus
- Convertible securities risk
- China equities risk
- Concentration risk
- Counterparty and custody risk
- Currency risk
- Depositary receipts risk
- Derivatives risk
- Emerging-markets risk
- Equity securities risk
- Hedging risk
- Leverage risk
- Liquidity risk
- Market risk
- Operational (including safekeeping of assets) risk
- Real estate investment trust (REIT) risk
- Securities lending risk
- Small/mid-cap equities risk
- Sustainability risk