BIN YUAN GREATER CHINA FUND
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Ping founded Bin Yuan Capital in 2012 and started 2 strategies in 2013, Greater China Strategy and China A strategy. Both strategies have delivered very strong performance since then. Bin Yuan Capital has attracted large International Institutions that include pension funds, endowments and foundations, and family offices.
He has a BS from Northeastern University magna cum laude and an MBA from Fairfield University. Ping was a holder of the Chartered Financial Analyst designation.
Cicy holds a Bachelor Degree from Fudan University in Shanghai. Cicy is also a holder of the Chartered Financial Analyst designation and member of The Association of Chartered Certified Accountants (ACCA). She is a native of China and speaks fluent English and Mandarin.
StrategyThe investment objective of the Compartment is to provide long term capital growth, measured in USD, primarily through investment in equities and equity-linked securities of Greater China Companies, as defined hereafter.
Greater China Companies are companies having their registered office in Greater China and companies organised and located in countries other than in Greater China where a predominant part of their economic activity, alone or on a consolidated basis, is derived from either goods produced, sales made or services performed in countries such as the People's Republic of China, Hong Kong, Taiwan and Singapore (herein together referred to as "Greater China Companies").
Investment exposure will be achieved through equities and equity-linked securities (such as shares, ADRs and GDRs). This also includes investment in China A-Shares through the Shanghai and Shenzhen - Hong Kong Stock Connects. Investors should refer to the "Risk Warning" section for special risk considerations applicable to this Compartment. The Compartment may also invest in investment grade debt securities and convertible bonds, equities and equity related securities of companies outside Greater China and money market instruments.
The Compartment’s bottom-up, research driven investment process employs a proprietary score based screening process, supported by a tested database of financial analysis models.
This investment approach will be subject at all times to rigorous risk analysis and disciplined risk management procedures, including diversification, a conservative approach to liquidity, prudent exposure limits, and loss minimization procedures through stringent loss cutting practice. Investment risk will be assessed primarily by drawdown, but also by the volatility of returns.
For the avoidance of doubt, the Compartment will not invest more than 10% of its net asset in UCITS and other UCIs (including open-ended exchange traded funds whose underlying belong to the Compartment's investment universe) (as defined under "Investment Restrictions" 1. (A) (1) d)).
In exceptional market circumstances and on a temporary basis, the Compartment may hold up to 100% of its net assets in liquid assets and investment grade debt instruments (including money market instruments).
Please click http://binyuancapital.com/EN to visit their website. Please note that by clicking on the link you are leaving the Hereford Funds website and Hereford Funds cannot accept any responsibility for the content of those websites.
Investors should refer to the Hereford Funds prospectus for complete information.