Darius McDermott, managing director of FundCalibre makes his four fund picks for China.
The experienced hand - FSSA Greater China Growth This fund has been a firm favourite of ours for a number of years. Veteran fund manager Martin Lau has run this fund since 2003, and his track record shows that his team can consistently produce returns in any type of environment. For example, for all the challenges China faced in 2021, this fund still produced a 5% return for investors, according to FE fundinfo. The fund invests in quality companies with barriers to entry, pricing power and sustainable growth. Governance is very important, although Lau is willing to invest in state-owned e...
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