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Schroder ISF Greater China Inclusive - Class A - Income (USD)

Sell:5,138.23p Buy:5,138.23p Change: 57.40p (1.13%)
Prices as at 4 August 2020
Sell:5,138.23p
Buy:5,138.23p
Change: 57.40p (1.13%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 4 August 2020
Sell:5,138.23p
Buy:5,138.23p
Change: 57.40p (1.13%)
Prices as at 4 August 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

China has continued to grow its economy strongly but the rate of growth has slowed in recent years. The economy is going through a transition, shifting from a focus on low-value exports, high investment and infrastructure spending, to domestic consumption and services. Companies are also benefiting from looser regulation, anti-corruption policies, rising consumer spending and improved healthcare and technology. China's a higher-risk emerging market though. The transition from an export-driven to consumption-driven economy will not happen overnight. It could take years to come to fruition and there will be setbacks along the way.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

04/08/15 to 04/08/16 04/08/16 to 04/08/17 04/08/17 to 04/08/18 04/08/18 to 04/08/19 04/08/19 to 04/08/20
Annual return 19.56% 35.12% 7.74% 4.99% 31.12%

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.

Information about the fund

Fund manager biography

manager photo
Manager Name: Louisa Lo
Manager start date: 1 September 2002
Manager located in:

Deputy Head of Asia ex Japan Equities team and responsible for the overall aspects of the Greater China Equities business. Based in Hong Kong. Specialist fund manager for Greater China mandates and lead manager of the Schroder ISF Taiwanese Equity. Also manages other institutional Asia ex Japan mandates Moved to fund management in 1997 where she specialised in the Korean and Thai stock markets. Joined Schroders in August 1996 as an equity analyst Prior to joining Schroders, she spent three years working as a research analyst with two securities firms, focusing on Asian Electronics stocks. Investment career commenced in 1993 CFA charterholder. Masters degree in Applied Finance, Macquarie University. Bachelor degree in Commerce, University of Melbourne

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account