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# U.S. Mutual Funds
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Aberdeen China Opportunities Fund

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Investment Objective

The Fund seeks long-term capital appreciation.

Investment Strategy

As a non-fundamental policy, under normal circumstances, the Fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities issued by Chinese companies (including Hong Kong). The Fund's investment team employs a fundamental, bottom-up equity investment style, which is characterized by intensive, first-hand research and disciplined company evaluation.

 

China Equities:
In search of quality companies in a complex market

 

Nicholas Yeo, Aberdeen's Head of China/Hong Kong Equities, explains his team's investment approach, where they are finding opportunities in the asset class and what risks he is keeping an eye on.

 
Disclaimer
 

Holdings

TOP HOLDINGS (all classes) as of 09/30/2014
View detailed list of holdings

HoldingPercent 
Jardine Strategic8.30% 
Swire Pacific6.73% 
AIA Group5.39% 
MTR Corporation4.94% 
HSBC Holdings4.77% 
Hang Lung4.10% 
China Mobile3.81% 
Petrochina3.76% 
CNOOC3.55% 
Standard Chartered3.41% 

Risk Considerations

Concentrating investments in China and Hong Kong subjects the Fund to more volatility and greater risk of loss than geographically diverse mutual funds.

Foreign securities are more volatile, harder to price and less liquid than U.S. securities. They are subject to different accounting and regulatory standards, and political and economic risks. These risks are enhanced in emerging markets countries.

Equity stocks of small and mid-cap companies carry greater risk, and more volatility than equity stocks of larger, more established companies.

Please read the prospectus for more detailed information regarding these risks.

 

Key Facts

Class A Inception Date

Jun 29, 2004

Ticker

Class AGOPAX
Class CGOPCX
Institutional**GOPIX
Inst. Svc.**GOPSX

CUSIP

Class A003019106
Class C003019304
Institutional**003019502
Inst. Svc.**003019601

Redemption Fee

n/a

Minimum Initial Investment

$1,000 Classes A, C
$1,000 IRA: Classes A, C
$1,000,000 Institutional
$1,000,000 Institutional Service

Total Net Assets (all classes)

as of September 30, 2014

$30.4 million

** Only certain investors are eligible to purchase shares of these classes.