First State Investments – First State Regional China Fund Review
Fund objective
First State Investments – First State Regional China Fund aims to invest all or substantially all of its assets in the First State Greater China Growth Fund, a Dublin-domiciled fund.
Investment Strategy
First State Investments – First State Regional China Fund will invest all or substantially all of its assets in the First State Greater China Growth Fund (the ‘Underlying Sub-Fund’) a sub-fund under the Dublin registered umbrella fund known as First State Global Umbrella Fund plc. The Underlying Sub-Fund invests primarily in securities issued by companies with either assets in, or revenues derived from, the People’s Republic of China, Hong Kong, and Taiwan and which are listed, traded or dealt in on regulated markets in the People’s Republic of China, Hong Kong,
Taiwan, the U.S., Singapore, Korea, Thailand and Malaysia or in a member state of the OECD.
First State Investments – First State Regional China Fund may also invest in fixed income securities as determined by the investment manager of the Underlying Sub-Fund. The Sub-Fund and the Underlying Sub-Fund may use financial derivative instruments for the purposes of hedging or for efficient portfolio management.
Who is First State Investments – First State Regional China Fund suitable for?
First State Investments – First State Regional China Fund is only suitable for investors who:
- are looking for investment over the medium to long-term
- want to invest in a fund that has exposure to China, Hong Kong and Taiwan
- want to invest in a fund with exposure to small, medium and large companies
- are willing to accept the risk associated with equity investment
Dividend or Income payout frequency: N.A.
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Adviser.
What are the key risks of First State Investments – First State Regional China Fund?
The value of First State Investments – First State Regional China Fund and its dividends and coupons (if any) may rise or fall. You may lose some or all of your investment depending on the performance of the underlying securities. Factors that may affect the performance of these securities include, without limitation, market risks, fluctuations in interest rates and foreign exchange rates, political instability, exchange controls, changes in taxation and foreign investment policies.
Some of the key risks associated with First State Investments – First State Regional China Fund are described below:
Market and Credit Risks
- You are exposed to market risks in China, Hong Kong and Taiwan
- You are exposed to currency risk
Liquidity Risks
- You are exposed to liquidity risk
- The Fund is not listed in Singapore and you can redeem only on Dealing Days
Product-Specific Risks
- You are exposed to investment risk
- You are exposed to China market risks
- You are exposed to emerging market risk
- You are exposed to small capitalisation/mid-capitalisation companies risk
- You are exposed to single country risk
- You are exposed to equity-linked notes risks
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed licensed financial adviser which has committed to offering our readers a flat 1% Subscription fee (Initial Sale Charge) for all Unit Trust Funds investment.
Learn more about the limited time offer on 1% Initial Sales Charge. Terms and conditions may apply.
Where can I get more details about First State Investments – First State Regional China Fund
- First State Investments – First State Regional China Fund Fact Sheet (Open in New Window)
- First State Investments – First State Regional China Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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