China Growth Fund

Investment Objective

Capital appreciation

Fund Characteristics

The Fund seeks to invest in high quality companies domiciled in China that exhibit consistent profitability and growth, better-than-peer balance sheets, and reasonable valuations.

Investment Approach

  • Normally, the Fund will primarily invest its net assets in securities domiciled in the People’s Republic of China diversified across share class, market cap, and industries
  • The Fund combines deep fundamental research with systematic inputs to seek to consistently identify alpha opportunities

Why Consider This Fund?

  • Provides access to growth opportunities in China through investments in high-quality growth companies
  • Provides exposure to Chinese companies diversified across all share classes
  • May provide significant diversification potential to investors, as we believe the China All Shares market is uncorrelated to other major markets, under-researched, and inefficient
  • Managed by a seasoned team with a history of managing Chinese equities and a local presence on the ground in China
The Fund involves a high level of risk and may not be appropriate for everyone. The Fund's returns will vary, and you could lose money by investing in the Fund. The Fund invests in equities which may decline in value due to both real and perceived general market, economic, and industry conditions. Investing in Chinese securities involves a higher degree of risk and special considerations not typically associated with investing in other more established economies or securities markets. The Fund's investment exposure to China may subject the Fund, to a greater extent than if investments were made in developed countries, to the risks of adverse securities markets, exchange rates and social, political, regulatory, economic, or environmental events and natural disasters that may occur in the China region. Investing in China A-Shares through the Shanghai  - Hong Kong and Shenzhen  - Hong Kong Stock Connect programs is subject to trading, clearance, settlement, and other procedures, which could pose risks to the Fund. Individual securities may not perform as expected or a strategy used by the Adviser may fail to produce its intended result. Currency rates may fluctuate significantly over short periods of time and may reduce the returns of a portfolio. Diversification does not ensure against loss. The Fund is non-diversified, meaning that it is permitted to invest a larger percentage of its assets in fewer issuers than diversified funds. Thus, the Fund may be more susceptible to adverse developments affecting any single issuer.