Schroder ISF* All China Equity
China today - an opportunity that can't be ignoredOur approach
As the second largest stock market in the world, the size and ambition of China is an opportunity you can’t ignore.
Whether you’re new to the region or an experienced investor we hope to help provide a solution that’s right for you.
Schroder ISF* All China Equity aims to provide capital growth by investing in equities of Chinese companies, selecting the best opportunities, irrespective of where the companies are listed.
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Local presence and dedicated team
Schroders has an established investment business in China. Having the right people on the ground speaking the local language means we can gain valuable insights into companies and management teams, and assess the long-term prospects for the business.
Active management as a key to investing in China
We have an active fundamental approach with a focus on companies that grow shareholder value in the long term. We believe that equity markets are not efficient in Asia and that many of the best investment ideas are not well researched. In our view, the best approach to generate alpha over the long term is to focus on bottom-up stock analysis.
Able to invest across the entire Chinese equity universe
China's robust economic growth provides a strong tailwind for the right businesses to prosper. At Schroders, we can invest across the entire universe, providing exposure across Chinese companies, including China A-shares, B-shares, Hong Kong listed H-shares, red chips and P-chips as well as US-listed ADRs.
Systematic screening of the stock universe
While the investment universe is unconstrained, the stock selection process begins with the application of quantitative and qualitative screens to filter out stocks that would be unsuitable (e.g. because of lack of liquidity, size constraints, weak business models, lack of corporate transparency or governance concerns). This focuses our research on stocks that can underpin portfolio performance in the longer term.
Team
Schroders has an established investment business in China. Having the right people on-the-ground enables us to gain insights into companies, management teams, and assess the long-term prospects for businesses, across sectors.
Schroder ISF* All China Equity is managed by Louisa Lo, Deputy Head of Asia ex Japan Equities, Head of Greater China Equities, and Jack Lee, Head of China A-Share Research.
Meet the manager
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Louisa Lo
Head of Greater China Equities
Risk considerations
*Schroder International Selection Fund is referred to as Schroder ISF.
- China risk: If the fund invests in the China Interbank Bond Market via the Bond Connect or in China "A" shares via the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect or in shares listed on the STAR Board or the ChiNext, this may involve clearing and settlement, regulatory, operational and counterparty risks. If the fund invests in onshore renminbi-denominated securities, 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.
- Concentration risk: The fund may be concentrated in a limited number of geographical regions, industry sectors, markets and/or individual positions. This may result in large changes in the value of the fund, both up or down.
- Counterparty risk: The fund may have contractual agreements with counterparties. If a counterparty is unable to fulfil their obligations, the sum that they owe to the fund may be lost in part or in whole.
- Derivatives risk: Derivatives, which are financial instruments deriving their value from an underlying asset, may be used to manage the portfolio efficiently. A derivative may not perform as expected, may create losses greater than the cost of the derivative and may result in losses to the fund.
- Emerging markets & frontier risk: Emerging markets, and especially frontier markets, generally carry greater political, legal, counterparty, operational and liquidity risk than developed markets.
- Higher volatility risk: The price of this fund may be volatile as it may ta
- Liquidity risk: 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, meaning investors may not be able to have immediate access to their holdings..
- Market risk: The value of investments can go up and down and an investor may not get back the amount initially invested.
- Operational risk: Operational processes, including those related to the safekeeping of assets, may fail. This may result in losses to the fund
- Performance risk: Investment objectives express an intended result but there is no guarantee that such a result will be achieved. Depending on market conditions and the macro economic environment, investment objectives may become more difficult to achieve.
Important information:
For professional investors and advisers only. The material is not suitable for retail clients. We define "Professional Investors" as those who have the appropriate expertise and knowledge e.g. asset managers, distributors and financial intermediaries.
This document does not constitute an offer to anyone, or a solicitation by anyone, to subscribe for shares of Schroder International Selection Fund (the “Company”). Nothing in this document should be construed as advice and is therefore not a recommendation to buy or sell shares. An investment in the Company entails risks, which are fully described in the prospectus. Subscriptions for shares of the Company can only be made on the basis of its latest Key Information Document and prospectus, together with the latest audited annual report (and subsequent unaudited semi-annual report, if published), copies of which can be obtained, free of charge, from Schroder Investment Management (Europe) S.A.
Disclosures and Risk Factors
Collective investment schemes are generally medium to long-term investments.
The value of participatory interests or the investment may go down as well as up.
Past performance is not necessarily a guide to future performance.
Collective investment schemes are traded at ruling prices and can engage in borrowing and scrip lending.
A schedule of fees and charges and maximum commissions is available on request from the manager.
The manager does not provide any guarantee either with respect to the capital or the return of a portfolio.
The manager has a right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate.
Issued in March 2025 by Schroders Investment Management Ltd registration number: 01893220 (Incorporated in England and Wales) is authorised and regulated in the UK by the Financial Conduct Authority and an authorised financial services provider in South Africa FSP No: 48998.
This is a Section 65 approved fund under the Collective Investment Schemes Control Act 45, 2002 (CISCA). Boutique Collective Investments (RF) (Pty) Ltd is the South African Representative Office for this fund. Boutique Collective Investments (RF) (Pty) Ltd is registered and approved under the Collective Investment Schemes Control Act (No.45 of 2002).