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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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The Fund objective is to provide a return, net of fees, higher than that provided by the MSCI China Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in Greater China (including Hong Kong, Macau and Taiwan). Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. The Fund's investment philosophy can be summarised by the phrase 'change-based investing.' The fund manager believes that the market is inefficient at pricing in material change in company fundamentals. The fund manager takes a fundamental, security-specific approach to company analysis, seeking companies where an element of change has gone unnoticed or underappreciated by the market. The Fund will tend to invest in a carefully selected number of companies where the manager has the highest conviction. Target benchmark - MSCI China Index The MSCI China Index is an industry standard index and is one of the leading representations of the Greater China stock markets. It is easily accessible and provides a fair reflection of the Fund Manager's investment universe and a good relative measure to assess performance outcomes. Comparator benchmark - IA China/ G. China Sector Many funds sold in the UK are grouped into sectors by the Investment Association (the trade body that represents UK investment managers), to help investors to compare funds with broadly similar characteristics. This Fund is classified in the IA China/ G. China Sector. The Fund is actively managed. This means the fund manager is taking investment decisions with the intention of achieving the Fund's investment objective; this may include decisions regarding asset selection, regional allocation, sector views and overall level of exposure to the market. The fund manager is not in any way constrained by the benchmark in their portfolio positioning, and will not hold all, or indeed may not hold any, of the benchmark constituents.