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Schroder China Opportunities Fund (0P0000SMCW.SI)

SES - SES Delayed Price. Currency in SGD
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2.3070-0.0410 (-1.75%)
At close: 4:00AM SGT

Schroder China Opportunities Fund

138 Market Street

#23-01 Capitagreen

Management information
Louisa Lo,Lead manager since 19 July 2013
Louisa Lo is Deputy Head of Asia ex Japan Equities, Head of Greater China Equities at Schroders, which involves fund management for the Greater China and Emerging Asia strategies and is responsible for the overall aspects of the Greater China Equities business. She joined Schroders in 1997 and is based in Hong Kong. Louisa was a Specialist fund manager at Schroders from 1997 to 2007, which involved managing the Greater China mandates for the Schroder ISF Taiwanese Equity, Schroder ISF China Opportunities, Schroder ISF Greater China and Schroder ISF Emerging Asia funds. Prior to joining Schroders, Louisa spent three years working as a research analyst with two securities firms, focusing on Asian Electronics stocks. Investment career commenced in 1993. Qualifications: CFA Charterholder; MA in Applied Finance from Macquarie University; BA in Commerce from University of Melbourne.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryChina Equity
Fund familySchroder Investment Management (Singapore) Ltd
Net assets109M
YTD return9.73%
Morningstar rating★★★★
Inception date1 Mar 2011

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover3.30%
Average for categoryN/A

Fees and expenses

Expense0P0000SMCW.SICategory average
Annual report expense ratio (net)1.68%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load5.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A