The Greater China Fund was launched in January 2017 and is managed by Yang Wu. In July 2020 the Fund transitioned to a Long Only product.

The Fund invests primarily in Greater China stocks, including A, B, H shares and ADRs, driven by a bottom-up approach with a focus on the multi-decade transition in China’s economy, market and corporates. The Greater China Region includes Mainland China, Hong Kong, Macau and Taiwan.

The exposure will typically range from 90% to 100% although will normally be c.100% invested. The Fund will be relatively concentrated, typically holding c.15-20 positions with a maximum position size of 15% (at cost). The Fund’s exposure to companies established in or which have significant business exposure to the Greater China Region is expected to be a minimum of 80 per cent of equity investments.