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Threadneedle China Opportunities Inclusive - Class 1 - Accumulation (GBP)

Sell:431.48p Buy:431.48p Change: 9.79p (2.32%)
Prices as at 3 July 2020
Sell:431.48p
Buy:431.48p
Change: 9.79p (2.32%)
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 3 July 2020
Sell:431.48p
Buy:431.48p
Change: 9.79p (2.32%)
Prices as at 3 July 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

03/07/15 to 03/07/16 03/07/16 to 03/07/17 03/07/17 to 03/07/18 03/07/18 to 03/07/19 03/07/19 to 03/07/20
Annual return -8.17% 31.39% 17.73% -0.01% 18.00%

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: Jin Xu
Manager start date: 1 October 2018
Manager located in: TBC

Jin Xu joined the company in 2014 as a Portfolio Analyst in the Asian Equities team. In this role, he is responsible for researching Chinese companies across all sectors ex financials and insurance. Before joining the company, Jin spent three years at Universities Superannuation Scheme Investment Management, where he worked closely with the portfolio management team as an equity analyst covering a range of sectors including consumers, autos, utilities and industrials. Prior to that he was a research analyst at Czarnikow Group with responsibility for analysing global sugar trading companies, and a senior associate at PwC Beijing auditing listed Chinese companies. Jin holds an MA in Finance from London Business School. He also holds the Chartered Financial Analyst designation.

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