Looking ahead, how prepared is your portfolio for 2021?
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1. Source: Morningstar. Refers to A unit. Performance ranking is based on the performance of funds which are categorized under the Morningstar Greater China Equity Fund category and with performance history started before 1 April 1993. Based on the performance from 2 April 1993 to 30 November 2020. Investors should note that figures for A Units shown above may differ from those of classes currently available. The Manager does not accept any application for A and B Units until further notice. New investors and existing unitholders who wish to top up may subscribe in C Units.
2. Source: HSBC Institutional Trust Services (Asia) Limited and Bloomberg, data as at as at 30 November 2020. Performance is calculated on NAV to NAV in base currency with dividend reinvested and net of fees. Chinese Mainland Focus Fund was launched on 27 November 2003. Calendar year return of the past 5 years: 2015: +1.7%; 2016: -10.3%; 2017: +61.2%; 2018: -28.3%; 2019: +36.6%.
3. Source: Morningstar, as at 30 November 2020. © Morningstar 2020. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
4.Source: Morningstar. Peer Group refers to Morningstar Category of Asia Allocation (HKSFC authorized funds) which includes all funds with performance history started between 13 November 2017 and 30 November 2020, periods refers to 6-month, 1-year and since launch. HKSFC authorisation does not imply official recommendation.
5. The award reflects performance up to 31 December 2019.
6.Source: Morningstar. Peer Group refers to Morningstar Category of Asia Allocation (HKSFC authorized funds) which includes all funds with performance history started between 26 February 2019 and 30 November 2020. HKSFC authorisation does not imply official recommendation.
Investment involves risk. The price of units may go down as well as up and past performance is not indicative of future results. Investors may not get back the full amount invested. Please refer to the explanatory memorandum. The website has not been reviewed by the Securities and Futures Commission. Issuer: Value Partners Hong Kong Limited/Value Partners Limited.