FSSA Greater China Growth Fund

FSSA set up the China Growth Fund in 2003 and it has been managed by Martin since that date. It is not a pure China Fund, investing in Taiwan as well. It also has a mix of China A Shares and Hong Kong Listed shares. They are mindful of the negative sentiment towards China but at the same time they are aware that often the best time to invest is when the sentiment is low.

Concerns on China centre around regulations, property sector regulations and deleveraging, common prosperity and slowing economy. Their style of investing means that that they have a 5-to-10-year time horizon, and therefore short-term noise often delivers more attractive valuations which enables them to add to positions.

They also have a strong investment discipline. If they don’t understand something, or something isn’t profitable then they won’t invest in it just to chase returns. An example of this would be electrical vehicles where they have zero exposure. They are bottom-up stock pickers focusing on high quality companies which display sustainable and predictable growth….read more

Fund Facts Morningstar

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