China

[jimrbrown87]

I'm looking for an investment trust that specialises in Chinese large caps with a reasonable track record.
Any suggestions
Jim

[BrummieDave]

Don't know if you've looked at all at the range of ITs but the first you'll probably find is JPMORGAN CHINA GROWTH & INCOME PLC (JCGI) and it's up 57% in 12 months.

Rather incredible when you think what's happened globally specifically relating to China during that period.

https://am.jpmorgan.com/gb/en/asset-man ... 0003435012

[Mememe]

Fidelity China special situations is maybe an obvious one

The gearing on it is on the high side. I prefer managers who’ve got balls but you may or may not see that as a plus point.

I know some see trackers as off topic for this section of the board, but an alternative is an emerging markets tracker which is stacked with Chinese large cap (some under HK and US). I’m sure there are China specific trackers that by nature will be large cap heavy.