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Threadneedle China Opportunities Fund Z Accumulation GBP (0P0000X7ED.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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160.56+0.24 (+0.15%)
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Threadneedle China Opportunities Fund Z Accumulation GBP

London EC4N 6AG

Cannon Place, 78 Cannon Street

44-20-7464-5000
Management information
,Lead manager since 1 June 2018
Jin Xu is a portfolio manager within the Asian Equities team. In this role, he is responsible for managing the CT China Opportunities Fund as well researching Chinese companies across all sectors ex financials and insurance. Before joining the company in 2014, Jin spent three years at Universities Superannuation Scheme Investment Management, where he worked closely with the portfolio management team as an equity analyst covering a range of sectors including consumers, autos, utilities and industrials. Prior to that he was a research analyst at Czarnikow Group with responsibility for analysing global sugar trading companies, and a senior associate at PwC Beijing auditing listed Chinese companies. Jin has worked in the financial services industry since 2005. Jin holds an MA in Finance from London Business School. He also holds the Chartered Financial Analyst designation.
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

CategoryN/A
Fund familyThreadneedle Investment Services Ltd
Net assets24.4M
YTD return-21.98%
Yield1.24%
Morningstar rating★★★
Inception date15 Oct 2012

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover176.00%
Average for categoryN/A

Fees and expenses

Expense0P0000X7ED.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A