Schroder ISF - China Opportunities* & Schroder China Equity Alpha Fund
Capture investment opportunities arising from China’s structural change
At the broader macroeconomic level, the market still expects supportive policies from the government to halt the slowdown in the economy. In addition, there has been much talk about reforms, in particular at State Owned Enterprises (SOEs), and increasing investments, with China’s plans for regional infrastructure investment through the ‘One Belt, One Road’ plan a notable example.
Against the challenging macro backdrop in China, we still expect to find investment ideas at the stock level as China’s gradual transition from an investment-driven model of expansion towards a consumption-driven one continues to provide many opportunities for investors.
Schroders’ investment expertise in China
Schroders’ top-class investment teams provide the below China-focused portfolios. With their wealth of experience, resources and dedicated research on China, the teams' help investors capture the abundant growth opportunities in the Greater China region.
*Schroder International Selection Fund is referred to as Schroder ISF.