Schroders launches first fund investing purely in onshore China
Schroders has launched the Schroder ISF China A-Share – a strategy focused on investing in onshore China equities. The fund will provide investors access to innovative and fast-growing companies in the world’s second largest equity market, with the aim of providing capital growth.
The strategy currently invests in onshore China A-shares through the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect. The onshore China equity market offers a diverse opportunity set of over 3500 stocks and has low correlation to other major equity markets. The investment team will focus on small to mid cap stocks with a quality bias and take an active, bottom-up approach to finding the best opportunities.
Schroder ISF China A-Share will be managed by Schroders’ Asian Equities team, with Jack Lee, Head of China A-Share Research, as the lead investment professional. The team will harness Schroders’ data science capabilities to provide a conviction ‘edge’ to investment decisions.
The fund launched on 6 December 2017 and is managed by Schroders’ Asian Equities team who currently manage 41 billion on behalf of clients around the world.
Jack Lee, Lead Investment Professional and Head of China A-Share Research said:
“In my 19 years of investing in China, the opening of the ‘Stock Connect’ is providing one of the best opportunities for investment in what is an often a misunderstood market.
Through our investment lens, we are able to identify exciting opportunities in the dynamic mid to small cap space, particularly within the fast-growing sectors such as technology, healthcare and the consumption space. It is in the mid to mid cap space that the onshore China market features many compelling companies that demonstrate a combination of strong management and product/service leadership in the fastest growing (soon to be the largest) internal marketplace in the world.”
John Troiano, Global Head of Distribution at Schroders said:
“Schroders has moved quickly to act on the huge opportunity that the opening of the China A-share market has presented for our international clients.
We believe that this active, bottom-up approach will provide investors a strong source of growth, through one of the fastest growing markets in the world; and portfolio diversification, through an equity market that is largely underrepresented in global portfolios and has low correlation to other markets.”
Schroder International Selection Fund is referred to as Schroder ISF throughout
 Schroders as at 31 December 2017
For further information, please contact:
Sarah Deutscher Tel: +44 (0)207 658 6139 / email@example.com
Note to Editors
For trade press only. To view the latest press releases from Schroders visit: http://ir.schroders.com/media
As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.
Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £447.0 billion (€503.6 billion/$604.7 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 4,600 people across six continents who focus on doing just this.
We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.
Further information about Schroders can be found at www.schroders.com.
Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular updates by e-mail please register online at www.schroders.com for our alerting service.
*as at 31 December 2017
- Jamie Murray and Schroders team up to host the UK’s first ‘Behind-Closed-Doors’ indoor tennis tournament
- Covid-19 poses temporary setback to the energy transition
- Why global cities can still thrive despite Covid-19’s impact
- Clean technologies and climate policy: the global financial crisis and Covid-19
- Dividend bear markets: the grizzly facts
- Covid-19: the inescapable truths faced by investors