Chindia Freestyle Fund

The Chindia Freestyle Fund has grown by more than 100% since its inception                

 

Congratulations to all the investors in our Chindia Fund, which has more than doubled in value* since its inception on 20 December 2005.

 

Chindia Freestyle Fund achieved growth of:

104.12% between 20 December 2005 and 27 August 2007

94.76% between 20 December 2005 and 30 June 2007

25.43% between 31 December 2006 and 27 August 2007

 

(Note: Past performance is not necessarily a guide to future performance)

 

The fund seeks long-term returns from capital growth through investing in a well diversified portfolio of investments in shares of Indian and Chinese companies which have their registered office in, and/or with an official listing on a major stock exchange or other regulated market of India or China, as well as those companies which carry out preponderant part of their business activities in India or China.

 

Freestyle Investing

 

Total return-driven

  • Aiming to achieve consistently good returns, in bull as well as in bear markets
  • The portfolio is fully invested, except when stocks are deemed not attractive enough

No benchmark constraints

  • Investing in companies, not in market return
  • Single country maximum allocation 70%, no sector and market capitalization constraints

A concentrated portfolio or our preferred stocks

  • Stock selection looks for best ideas (stocks with sound fundamentals and room to grow)
  • Country portfolios are kept lean

 

Fund Objective

The fund aims to provide capital appreciation through investing in a well-diversified portfolio of investments in shares of Indian and Chinese companies over a long period of five years and above.

Fund Details

 

Fund Manager

HSBC Saudi Arabia Limited

Base currency

US Dollar

Valuation

Every Wednesday

Dealing

Every Monday

Minimum initial investment

USD 5,000

Subscription fee

3% max

Management fees

2% per year

 

Contact Us

For more information please call our toll free number:

800 124 1212