Overview
Investor Profile
The Sub-Fund is suitable for investors who see the Sub-Fund as a suitable means to participate in the capital market performance. The Sub-Fund is therefore suitable for investors who can afford to invest their capital over the long term; i.e. a multiple year time horizon.
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Capital at risk. All investments involve risk and investors may not get back the amount originally invested. Investment risk is concentrated in specific sectors, countries, currencies or companies. This means the Fund is more sensitive to any localised economic, market, political, sustainability-related or regulatory events. The value of securities can be affected by daily stock market movements, political factors, economic news, company earnings and significant corporate events. |
Key Facts
Performance
Source: SMDAM.
| The figures shown relate to past performance. Past performance is not a reliable indicator of future performance and may not be repeated. An investment’s value and the income deriving from it may fall, as well as rise, due to market fluctuations. Investors may not get back the amount originally invested. Fund performance is shown net of fees and is in the currency shown above; the return may increase or decrease as a result of currency fluctuations. |
NAV / Historical prices
Source: SMDAM.
| Past performance is not a reliable indicator of future performance and may not be repeated. An investment’s value and the income deriving from it may fall, as well as rise, due to market fluctuations. Fund performance is shown net of fees and is in USD ; the return may increase or decrease as a result of currency fluctuations. |
Fund Manager
Wei SUN
Portfolio Manager
Wei Sun, based in Shanghai, is responsible for research and portfolio planning
Assumed current responsibilities in August 2016
18 years of investment experience
Shanghai based
Fluent Mandarin
Graduated from Dalian University of Technology (MA, Applied Linguistics) in 2006 and is a CFA Charterholder (2012)
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
CFA: Chartered Financial Analyst
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited
(SMAM) on 1 April 2019
Industry Experience 18+ years
Time in SMDAM 8+ years
Portfolio Manager
Industry Experience 18+ years
Time in SMDAM 8+ years
Wei Sun, based in Shanghai, is responsible for research and portfolio planning
Assumed current responsibilities in August 2016
18 years of investment experience
Shanghai based
Fluent Mandarin
Graduated from Dalian University of Technology (MA, Applied Linguistics) in 2006 and is a CFA Charterholder (2012)
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
CFA: Chartered Financial Analyst
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited
(SMAM) on 1 April 2019
Yoshinobu UEHARA
Job title
Responsible for Chinese Equities, including China A Shares
Fund manager of China A share when it launched in April 2007
32 years investment experience
Tokyo based
Fluent Japanese
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
CFA: Chartered Financial Analyst
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited
(SMAM) on 1 April 2019
Industry Experience 32+ years
Time in SMDAM 18+ years
Job title
Industry Experience 32+ years
Time in SMDAM 18+ years
Responsible for Chinese Equities, including China A Shares
Fund manager of China A share when it launched in April 2007
32 years investment experience
Tokyo based
Fluent Japanese
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
CFA: Chartered Financial Analyst
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited
(SMAM) on 1 April 2019
Invest with us
Richard HAXE
Managing Director, Head of Business Development
Source: SMDAM
DISCLAIMERPast performance is not a reliable indicator of future performance and may not be repeated. An investment’s value and the income deriving from it may fall, as well as rise, due to market fluctuations. Investors may not get back the amount originally invested. Fund performance is shown net of fees. If the currency in which the fund is denominated is different from an investor’s currency, the return may increase or decrease as a result of currency fluctuations. The information on this website is not intended to be investment advice, tax, financial or any other type of advice, and is merely a summary of the main aspects of the funds. The information should not be construed as an offer to buy, sell or transact in any security including, but not limited to, shares in the funds. Decisions to invest in any fund are deemed to be made solely on the basis of the information contained in the prospectus and the PRIIPS KID accompanied by the latest available annual and semi-annual report. |
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