MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to increase the value of your investment over the long term. It looks to outperform the MSCI China 10/40 Index over rolling 3-year periods, after the deduction of charges. The Fund is actively managed, and invests at least 75% of its assets in shares of Chinese companies. The Fund selects companies considered to have good prospects for share price growth, from any industry or economic sector, and whilst there is no restriction on size, investment tends to focus on larger companies, such as those included in the MSCI China 10/40 Index. The MSCI China 10/40 Index is designed to measure the performance of shares across large and medium-sized Chinese companies. The Index currently includes over 450 companies, and is constructed to reflect the regulatory framework applicable to the Fund. It provides a suitable target benchmark against which Fund performance will be measured and evaluated over time. The Fund typically invests in fewer than 70 companies, which may include shares of some companies not within the Index. The Fund may invest up to 70% of its value in China A-Shares through the China-Hong Kong Stock Connect Programme. The Fund may also invest in other assets such as cash and deposits, and hold other funds (including funds managed by Columbia Threadneedle companies) when deemed appropriate.

Fund Managers

Jin Xu

Jin Xu joined the company in 2014 as a Portfolio Analyst in the Asian Equities team. In this role, he is responsible for researching Chinese companies across all sectors ex financials and insurance. Before joining the company, Jin spent three years at Universities Superannuation Scheme Investment Management, where he worked closely with the portfolio management team as an equity analyst covering a range of sectors including consumers, autos, utilities and industrials. Prior to that he was a research analyst at Czarnikow Group with responsibility for analysing global sugar trading companies, and a senior associate at PwC Beijing auditing listed Chinese companies.Jin holds an MA in Finance from London Business School. He also holds the Chartered Financial Analyst designation.