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Old Mutual Henderson China Opportunities A Acc

Ranked 35 out of 144 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Charlie Awdry

Charlie Awdry attended the University of Bristol where he gained a Bachelor's degree in geography. He started his career with Gartmore in 2001, now part of Henderson, where he is currently a portfolio manager, and runs the China Opportunities Fund using an investment philosophy centred on identifying stocks which offer positive unexpected earnings growth. Charlie is a CFA Charterholder.

Objective

The Fund aims to achieve a total return, (meaning a combination of capital growth and income) in excess of the long‐term return that is typically achieved from investments in Hong Kong and Chinese equity markets, by investing in companies having their registered office in Hong Kong or China; companies that do not have their registered office in Hong Kong or China but either (i) carry out a predominant proportion or their business activity in these markets, or (ii) are holding companies which predominantly own companies with registered offices in Hong Kong or China. The Fund may also invest in American Depositary Receipts (‘ADRs’) investing in securities issued by companies incorporated in Hong Kong or China or in any similar listed securities of Hong Kong or Chinese companies. The Fund may also invest at the Investment Adviser’s discretion in other transferable securities, money market instruments, cash and near cash, derivative instruments and forward transactions, deposits and units in collective investment schemes (use may be made of stocklending, borrowing, cash holdings, hedging and other investment techniques permitted in applicable FCA Rules).

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Greater China over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.8%
2017 51.9% 12.4% 11.2% 11.0% 9.5%
2016 2.4% -4.8% -0.5% 17.2% -7.8%
2015 -3.2% 5.6% 3.9% -20.3% 10.5%
2014 6.3% -4.0% 3.8% 0.7% 5.9%
2013 13.5% 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/04/2013
  • Share Class size57Mn
  • Base currencyGBP
  • ISIN GB00B991Z457

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).