At the broader macroeconomic level, the market still expects supportive policies from the government to halt the slowdown in the economy. In addition, there has been much talk about reforms, in particular at State Owned Enterprises (SOEs), and increasing investments, with China’s plans for regional infrastructure investment through the ‘One Belt, One Road’ plan a notable example.
Against the challenging macro backdrop in China, we still expect to find investment ideas at the stock level as China’s gradual transition from an investment-driven model of expansion towards a consumption-driven one continues to provide many opportunities for investors.
Schroders’ top-class investment teams provide the below China-focused portfolios. With their wealth of experience, resources and dedicated research on China, the teams' help investors capture the abundant growth opportunities in the Greater China region.
Schroder International Selection Fund is referred to as Schroder ISF.
# Schroder ISF China Opportunities offers certain share classes that make distributions. Expenses will be paid out of capital rather than out of gross income. The amount of distributable income therefore increases and the amount so increased may be considered to be dividend paid out of capital. Share classes with a fixed dividend policy may pay out both income and capital in distributions. Where distributions are paid out of capital, this amounts to a return or withdrawal of part of your original investment or capital gains attributable to that and may result in an immediate decrease in the net asset value of shares.