Why Excel China Fund?

The economies of China and Hong Kong are expected to continue to experience strong growth over the next few years; in sharp contrast to that of developed countries. Stimulated by burgeoning domestic demand and robust infrastructure spending, the investment opportunity of these markets is all the more attractive to long term investors given the sell-off in the equity markets. The economic landscape has forever changed, China is now one of the main drivers of global economic growth and well-positioned to lead the developed countries out of the current global economic crisis.
- Barings Asset Management brings a proven twenty-five year track record of experience in the Hong Kong and China region to the Excel China Fund.
- Barings local presence with local language speakers provides a distinct advantage that allows them to identify attractive investments before the competition and allows hands on knowledge of the companies in which we invest.
- The fund is actively managed, giving management the flexibility to participate in investment opportunities across the capitalization range, including small and medium sized companies, and the latitude to look outside the funds predominant Hong Kong/China focus to benefit from the developing markets of Taiwan and other Far East countries.
The Excel China Fund was awarded the prestigious "Best Fund Asia ex-Japan Equity Award" Lipper Fund Award (2007).
- Fundata has recently assigned a Fundata FundGrade® "A" grade rating for the Excel China Fund as of December 31, 2008.