China A-Shares
Investment Objective
The investment objective is to provide capital growth by investing in equity and equity-related securities of Chinese companies listed and traded on Chinese stock exchanges such as Shenzhen or Shanghai Stock Exchanges. The performance objective is to outperform the benchmark* by 3-4% (gross) over rolling 3 -5 year periods1.
Description
Schroder China A-Share aims to provide capital growth by investing in equity and equity-related securities of Chinese companies listed and traded on Chinese stock exchanges such as Shenzhen or
Shanghai Stock Exchanges through a long term, research-based, fundamental approach to investment that enables the team to define and identify under-valued, quality stocks, and thus seek to deliver superior performance.
*MSCI China A (NDR) since October 31, 2017, since inception to October 31, 2017 CSI 300 (TR)
1 There can be no guarantee that any investment
objectives or outcomes will be achieved.
Investment Options*
- Separate Accounts
- Commingled Vehicle
- Collective Investment Trust
- Subadvised Mutual Fund
Learn More
To find out more about this strategy, email our team at canada@schroders.com.
Investment Disclosures
*The strategies listed include those which may be subject to the ability to meet investment minimums and other specific criteria, and may not be directly available to U.S. investors.
There can be no guarantee these strategies will be successful or that the investment objective can be achieved.
Investment risks: All investments involve risks including the risk of possible loss of principal. The strategy will be affected by the investment decisions, techniques, and risk analyses of the investment team, and there is no guarantee that the strategy will achieve its investment objective. The values of the investments held by the portfolio may fluctuate in response to actual or perceived issuer, political, market, and economic factors influencing the financial markets generally, or relevant industries or sectors within them. Fluctuations may be more pronounced if the strategy invests substantially in one country or group of countries or in companies with smaller market capitalization. The market value of the portfolio may decline as a result of a number of other factors, including interest rate risk, credit risk, inflation/deflation risk, mortgage and asset-backed securities risk, US Government securities risk, foreign investment risk, currency risk, derivatives risk, leverage risk and liquidity risk. Frequent trading of the portfolio may result in relatively high transaction costs and may result in taxable capital gains. Investing overseas involves special risks including among others, risks related to political or economic instability, foreign currency (such as exchange, valuation and fluctuation) risk, market entry or exit restrictions, illiquidity and taxation. Emerging markets pose greater risks than investment in developed markets.