China Q1 investment update

The US Alpha Team reflects on recent performance, portfolio changes and market developments.

The US Equity Growth Team reflects on recent performance, portfolio changes and market developments.

The Japan Growth Team reflects on recent performance, portfolio changes and market developments.

The China Fund aims to outperform (after deduction of costs) the MSCI China All Shares Index, as stated in sterling, by at least 2 per cent per annum over rolling five-year periods.

The Worldwide China Fund aims to invest in an actively managed portfolio of Chinese market stocks. We invest on a long-term (5 year) perspective, and have a strong preference for growth. We are looking for significant upside in each stock that we invest in.

A diversified portfolio of 40-80 of the best growth companies in China, regardless of listing location, size or weight in an index.