Investment Objective
The fund's objective is to build capital over a number of years, regardless of market conditions, by taking long and short positions primarily in equities or equity related derivative contracts of companies located in, orderive a majority of their income from, China. The return target is to have an annualised return of 15-20% with reasonably low volatility of around 15%. Typically, the net exposure will be between 0% and 75% net long.
Reference Index
MSCI AC Asia Pacific
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.6 | 0.7 | 0.9 | 0.5 | 0.9 | 0.7 | 0.5 | 0.4 | 0.7 | 0.1 | 0.4 | 0.4 | 1.0 | |
| 2022 | 0.9 | 0.2 | 0.5 | 0.7 | 0.6 | 0.3 | 0.4 | 0.7 | 0.6 | 0.4 | 0.8 | 0.0 | 0.3 |
