New Capital is part of EFG Asset Management. For more information visit: www.efg.com
New Capital China Equity Fund
Equity
Fund Objective
The investment objective is to achieve capital appreciation through investment primarily in quoted securities issued by companies with principal offices or significant business activities in the People’s Republic of China and Hong Kong.
Please note performance starting from 01.01.2022 will be measured against the new Benchmark: MSCI China All Shares Net Total Return
Fund Manager
Disclaimer
Warning statement
Past performance is not a guide to future performance. Returns may increase or decrease as a result of currency fluctuations. All performance data is calculated NAV to NAV, net of fees, dividends reinvested and does not take account of commissions and costs incurred on the issue and redemption of units. US/Hong Kong dollar-based investors are exposed to currency fluctuations where funds are denominated in currencies other than US/Hong Kong dollars.
Performance data is not available if a share class is less than 12 calendar months old. However performance data for other share classes of the same fund will be available in the factsheet, provided such share classes are more than 12 calendar months old. Performance between share classes may differ due to factors such as hedging strategies and fees.
Please click here for the previous 5-year annual performance of Hong Kong authorised funds.
Important Information
- The Fund invests primarily in equity securities issued by companies with principal offices or significant business activities in the People’s Republic of China and Hong Kong.
- The Fund is therefore exposed to a range of investment related risks which include risk associated with investing in equity securities, risks of investing in companies located in Mainland China, risk in connection with investing in companies with re-rating potential, currency risk, concentration risk, emerging markets risk and derivatives risk.
- The investment may involve risks that could result in loss of part or entire amount of investors’ investment.
- Investors should not solely rely on this document to make any investment decision. You should read and understand the offering documents for further fund details including risk factors.
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