Schroder Investment – China Opportunities Fund Review
Fund objective
Schroder Investment – China Opportunities Fund will invest substantially into the Schroder ISF China Opportunities, whose investment objective is to provide capital growth by investing in equity and equity-related securities of Chinese companies.
Investment Strategy
Schroder Investment – China Opportunities Fund invests at least two-thirds of its assets in equity and equity related securities of Chinese companies. The Underlying Fund may invest directly in China B-Shares and China H-Shares. The Underlying Fund may invest (i) not more than 10% of its assets in China A-Shares through the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect in aggregate and (ii) not more than 5% of its assets in China A-Shares through the Shenzhen-Hong Kong Stock Connect.
Schroder Investment – China Opportunities Fund may use derivatives with the aim of reducing risk or managing the Underlying Fund more efficiently. The Underlying Fund may also invest in money market instruments and hold cash. The net asset value (“NAV”) of the Underlying Fund (and accordingly that of the Fund) is likely to have high volatility due to its investment policies or portfolio management techniques.
Who is Schroder Investment – China Opportunities Fund suitable for?
Schroder Investment – China Opportunities Fund is only suitable for investors who:
- seek capital growth
- understand the risks of investing in China equities
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 Schroder Investment – China Opportunities Fund?
The value of Schroder Investment – China Opportunities 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 Schroder Investment – China Opportunities Fund are described below:
Market and Credit Risks
- You are exposed to market risk in China
Liquidity Risks
- You may be exposed to liquidity risk
Product-Specific Risks
- You are exposed to emerging markets and frontier risk
- You are exposed to counterparty risk
- You are exposed to currency risk
- You are exposed to risks specific to China
- You are exposed to operational risk
- You are exposed to financial derivatives risk
- You are exposed to equity risk
- You are exposed to leverage risk
- You are exposed to onshore renminbi currency risk
- You are exposed to risks associated with investing through the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect (collectively and individually referred to as the “Stock Connect”)
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 Schroder Investment – China Opportunities Fund
- Schroder Investment – China Opportunities Fund Fact Sheet (Open in New Window)
- Schroder Investment – China Opportunities Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed licensed financial adviser
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