E Fund Selection Investment Series - E Fund China Equity Dividend Fund Distribution A Units

BENCHMARK AWARD-REVIEW:

In a few years, the E Fund (HK) China Equity Dividend Fund established a commendable track record of consistent capital growth and dividend payment.

The Fund uses a transparent investment approach and philosophy to capture China's growth by selecting quality companies early in their growth cycle, listed across Hong Kong, the US, and mainland Chinese equity markets.

We noted a disciplined approach to valuation and analysis for emerging growth companies and industries, both for investment and divestment decision making. According to cited examples, the Manager has actively responded and anticipated macro headwinds in the market and dealt with stewardship challenges.

The Fund operates in a relatively volatile sector, and it was noted the liquidity profile is below the average of its peers.

This Fund has been reviewed by five industry veterans of the Benchmark judging committee.

House Awards: China Income Equity
Hong Kong – Best-In-Class

KEY FACTS

ISIN: HK0000252160
Inception Date: 11/13/2015
AUM: –
Manager Name: –
Total Expense Ratio: –
3-Yr Return: –
3-Yr Max Drawdown: –


ESG Score: 54.01
GC Score: 48.41
Near-Term Score(<=2°C): 21.48%
Business Involvement:
Alcohol Involvement: 1.72%, …

Investment Style Consistency: 5.00
Environmental Consequence: 5.00
Stewardship – Engagement: 4.44

Contact Details:

Company Website: http://www.efunds.com.hk/

Name: Client Service

Title: –

Contact Number: +852 3929 0960

Email Address: clientservice@efunds.com.hk

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