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Connecting you with China

China today - an opportunity that can't be ignored.

Investing in China

China's robust economic growth provide a strong tailwind for the right businesses to prosper. At Schroders, we look for sectors with long-term growth prospects and best companies within them, to deliver consistent long-term returns.

Schroders' China equity strategies

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Schroder ISF* Hong Kong Equity | Morningstar: *****

 

The fund aims to provide capital growth in excess of the FTSE Hong Kong (Net TR) Index after fees have been deducted over a three to five year period by investing in equities of Hong Kong SAR companies.

 

Schroder ISF* China Opportunities | Morningstar : ****

 

The fund aims to provide capital growth in excess of the MSCI China (Net TR) Index after fees have been deducted over a three to five year period by investing in equities of Chinese companies. 

 

Schroder ISF* China A | Morningstar : *****

The fund aims to provide capital growth in excess of the MSCI China A Onshore (Net TR) Index after fees have been deducted over a three to five year period by investing in equities of Chinese companies listed and traded in RMB on Chinese stock exchanges such as Shenzhen or Shanghai Stock Exchanges. 

Schroder ISF* All China Equity

The fund aims to provide capital growth in excess of the 70% MSCI China (Net TR) Index and 30% MSCI China A Onshore (Net TR) Index after fees have been deducted over a three to five year period by investing in equities of Chinese companies (irrespective of where the companies are listed).

Risk Considerations

  • Schroder ISF Greater China
  • The capital is not guaranteed.
  • In order to access restricted markets, the fund may invest in structured products. Should the counterparty default, the value of these structured products may be nil.
  • Investments denominated in a currency other than that of the share-class may not be hedged. The market movements between those currencies will impact the share-class.
  • Where the fund (or the manager) holds a significant percentage of the shares of one or more companies, it may be difficult to sell those shares quickly. It may affect the value of the fund and, in extreme market conditions, its ability to meet redemption requests upon demand.
  • The fund will not hedge its market risk in a down cycle. The value of the fund will move similarly to the markets.
  • Emerging markets will generally be subject to greater political, legal, counterparty and operational risk.
  • Emerging equity markets may be more volatile than equity markets of well established economies. Investments into foreign currencies entail exchange risks.
  • The fund may hold indirect short exposure in anticipation of a decline of prices of these exposures or increase of interest rate.
  • Changes in China's political, legal, economic or tax policies could cause losses or higher costs for the fund.

Schroder ISF Hong Kong Equity

  • The capital is not guaranteed.
  • Investments denominated in a currency other than that of the share-class may not be hedged. The market movements between those currencies will impact the share-class.
  • Investments in small companies can be difficult to sell quickly which may affect the value of the fund and, in extreme market conditions, its ability to meet redemption requests upon demand.
  • The fund will not hedge its market risk in a down cycle. The value of the fund will move similarly to the markets.
  • Emerging markets will generally be subject to greater political, legal, counterparty and operational risk.
  • The fund may hold indirect short exposure in anticipation of a decline of prices of these exposures or increase of interest rate.
  • Changes in China's political, legal, economic or tax policies could cause losses or higher costs for the fund.

Schroder ISF China Opportunities

  • The capital is not guaranteed.
  • In order to access restricted markets, the fund may invest in structured products. Should the counterparty default, the value of these structured products may be nil.
  • Investments denominated in a currency other than that of the share-class may not be hedged. The market movements between those currencies will impact the share-class.
  • Investments in small companies can be difficult to sell quickly which may affect the value of the fund and, in extreme market conditions, its ability to meet redemption requests upon demand.
  • The fund will not hedge its market risk in a down cycle. The value of the fund will move similarly to the markets.
  • Emerging markets will generally be subject to greater political, legal, counterparty and operational risk.
  • Emerging equity markets may be more volatile than equity markets of well established economies. Investments into foreign currencies entail exchange risks.
  • The fund may hold indirect short exposure in anticipation of a decline of prices of these exposures or increase of interest rate.
  • Changes in China's political, legal, economic or tax policies could cause losses or higher costs for the fund.

Schroder ISF China A

  • Changes in China's political, legal, economic or tax policies could cause losses or higher costs for the fund.
  • The counterparty to a derivative or other contractual agreement or synthetic financial product could become unable to honour its commitments to the fund, potentially creating a partial or total loss for the fund.
  • The fund can be exposed to different currencies. Changes in foreign exchange rates could create losses.
  • A derivative may not perform as expected, and may create losses greater than the cost of the derivative.
  • Emerging markets, and especially frontier markets, generally carry greater political, legal, counterparty and operational risk.
  • Equity prices fluctuate daily, based on many factors including general, economic, industry or company news.
  • The fund uses derivatives for leverage, which makes it more sensitive to certain market or interest rate movements and may cause above-average volatility and risk of loss.
  • In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares.
  • Currency control decisions made by the Chinese government could affect the value of the fund's investments and could cause the fund to defer or suspend redemptions of its shares.
  • Failures at service providers could lead to disruptions of fund operations or losses.
  • The fund may be investing in China "A" shares via the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect which may involve clearing and settlement, regulatory, operational and counterparty risks.

Schroder ISF All China Equity

  • The capital is not guaranteed.
  • In order to access restricted markets, the fund may invest in structured products. Should the counterparty default, the value of these structured products may be nil.
  • Investments denominated in a currency other than that of the share-class may not be hedged. The market movements between those currencies will impact the share-class.
  • Investments in small companies can be difficult to sell quickly which may affect the value of the fund and, in extreme market conditions, its ability to meet redemption requests upon demand.
  • The fund will not hedge its market risk in a down cycle. The value of the fund will move similarly to the markets.
  • Emerging markets will generally be subject to greater political, legal, counterparty and operational risk.
  • Emerging equity markets may be more volatile than equity markets of well established economies. Investments into foreign currencies entail exchange risks.

Schroder ISF* China Local Currency Bond


When interest rates are very low or negative, the fund's yield may be zero or negative, and you may not get back all of your investment.
Changes in China's political, legal, economic or tax policies could cause losses or higher costs for the fund.
The counterparty to a derivative or other contractual agreement or synthetic financial product could become unable to honour its commitments to the fund, potentially creating a partial or total loss for the fund.
A failure of a deposit institution or an issuer of a money market instrument could create losses.
A decline in the financial health of an issuer could cause the value of its bonds to fall or become worthless.
The fund can be exposed to different currencies. Changes in foreign exchange rates could create losses.
A derivative may not perform as expected, and may create losses greater than the cost of the derivative.
Emerging markets, and especially frontier markets, generally carry greater political, legal, counterparty and operational risk. High yield bonds (normally lower rated or unrated) generally carry greater market, credit and liquidity risk.
A rise in interest rates generally causes bond prices to fall.
The fund uses derivatives for leverage, which makes it more sensitive to certain market or interest rate movements and may cause above-average volatility and risk of loss.
In difficult market conditions, the fund may not be able to sell a security for full value or at all. This could affect performance and could cause the fund to defer or suspend redemptions of its shares.
Currency control decisions made by the Chinese government could affect the value of the fund's investments and could cause the fund to defer or suspend redemptions of its shares.
Failures at service providers could lead to disruptions of fund operations or losses.

The fund may hold indirect short exposure in anticipation of a decline of prices of these exposures or increase of interest rate.

Changes in China's political, legal, economic or tax policies could cause losses or higher costs for the fund.

Important information: The views and opinions contained herein are those of the authors, and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. This webpage is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. Reliance should not be placed on the views and information in the webpage when taking individual investment and/or strategic decisions. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  The data contained in this webpage has been obtained from sources we consider to be reliable. No responsibility can be accepted for errors of fact and the data should be independently verified before further publication or use. The sectors shown are for illustrative purposes only and not to be considered a recommendation to buy or sell. Exchange rate changes may cause the value of any overseas investments to rise or fall. In North America, this content is issued by Schroder Investment Management North America Inc., an indirect wholly owned subsidiary of Schroders plc providing asset management products and services as a US SEC registered investment adviser and in the capacity of Portfolio Manager with the securities regulatory authorities in Canada. For all other users, this content is issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.

Ihr Kontakt zu Schroders

Schroder Investment Management (Europe) S.A., German Branch
Taunustor 1 (TaunusTurm)
60310 Frankfurt am Main
Deutschland
Schroders weltweit

+49 (0) 69 975717-0

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