Prescient China Balanced Fund

Investment and Return Objective

The Fund aims to generate capital growth and to outperform Chinese inflation by 3% over the long-term. Returns can be volatile.

Investment Process

The Fund invests predominantly in mainland Chinese equities, bonds, money market and derivative instruments with an active asset allocation overlay. The Fund may also hold instruments listed in Hong Kong. Equity selection focuses on value, quality and momentum reversion. The Fund has a flexible mandate and can vary asset class exposure from 0% to 100%.

Who Should Invest

Investors with a long-term investment horizon who seek significant real returns and value the diversification benefits that an allocation to China can bring to a global portfolio. Volatility can be higher in this Fund.

Risk Indicator = Aggressive

Risk Indicator Definition

These portfolios typically hold meaningful equity and/or offshore exposure which may result in significant capital volatility over all periods. Due to their nature expected long-term returns are higher than for the other risk categories.