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Baillie Gifford – Greater China Fund

Baillie Gifford

Greater China Fund

Type: Oeic

Aim: Growth by investing in companies listed in China, Hong Kong and Taiwan and those listed elsewhere which derive their main revenues of profits from these regions

Minimum investment: Lump sum £1,000

Investment split: 48.67% China, 25.16% Taiwan, 19.17% Hong Kong, 7.01% cash

Isa link: Yes

Charges: Initial 5%, annual 1.75%

Special offer: Initial charge reduced to 3%

Offer period: Until August 28, 2009

Commission: Initial 3%, renewal 0.5%

Tel: 0800 917 4752


Manager focus: Bradley George

Investec Asset Managements Enhanced Natural Resources funds has outperformed its competitors as a result of its short exposure. Over the past year to May 30, the fund fell 0.71%, while the JPM Natural Resources fell 32.68% and First State Global Resources dropped 33.17%, according to Morningstar. Bradley George, who manages the fund alongside George Cheveley, […]

HMRC helping to remove artificial gains

An investment bond offers investors certain tax advantages, one of which is the ability to take partial surrenders from the investment. This facility allows the policyholder to withdraw amounts up to 5% of the amount invested each policy year on a tax deferred basis, without incurring any immediate tax liability. This tax deferred allowance can […]


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