Schroder Investment – Schroder ISF Greater China Fund Review
Fund objective
Schroder Investment – Schroder ISF Greater China Fund aims to provide capital growth by investing in equities of People’s Republic of China, Hong Kong SAR and Taiwan companies. The fund invests at least two-thirds of its assets in equities of companies in People’s Republic of China, Hong Kong and Taiwan.The fund may invest directly in China B-Shares and China H-Shares and may invest up to 10% of its assets in China A-Shares through Shanghai/ Shenzhen – Hong Kong Stock Connect. The fund may use derivatives with the aim of reducing risk or managing the fund more efficiently. The fund may also hold cash.
Investment Strategy
Schroder Investment – Schroder ISF Greater China Fund invests at least two-thirds of its assets in equity and equity-related securities of companies in People’s Republic of China, Hong Kong SAR and Taiwan. The Fund may invest directly in China B-Shares and China H-Shares and may invest up to 10% of its assets in China A-Shares through Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect.
Schroder Investment – Schroder ISF Greater China Fund may use derivatives with the aim of reducing risk or managing the Fund more efficiently. The Fund may also invest in money market instruments and hold cash. The net asset value of the Fund is likely to have high volatility due to its investment policies or portfolio management techniques.
Who is Schroder Investment – Schroder ISF Greater China Fund suitable for?
Schroder Investment – Schroder ISF Greater China Fund is only suitable for investors who:
- seek capital growth
- understand the risks of investing in equity and equity-related securities in China, Hong Kong and Taiwan
Dividend or Income payout frequency: N.A.
For additional assessments on product suitability, please obtain professional advice from a qualified Financial Advisor.
What are the key risks of Schroder Investment – Schroder ISF Greater China Fund?
The value of Schroder Investment – Schroder ISF Greater 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 Schroder Investment – Schroder ISF Greater China Fund are described below:
Market and Credit Risks
- You are exposed to market risk in Greater China
Liquidity Risks
- You are exposed to liquidity risk
Product-Specific Risks
- You are exposed to counterparty risk
- You are exposed to China country risk
- You are exposed to currency risk
- You are exposed to derivatives risk
- You are exposed to emerging and frontier markets 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 Shanghai-Hong Kong/Shenzhen-Hong Kong Stock Connect risk
- You are exposed to operational risk
Investment Fees and Charges
For a limited time (Until 31 Dec 2023), speak to a MAS licensed Independent Financial Advisor 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 – Schroder ISF Greater China Fund
- Schroder Investment – Schroder ISF Greater China Fund Fact Sheet (Open in New Window)
- Schroder Investment – Schroder ISF Greater China Fund Product Highlight Sheet (Open in New Window)
- Speak to a licensed Independent Financial Advisor
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