The issuer of FLCH, an investment fund, focuses on closely tracking the performance of the FTSE China Capped Index. This index comprises a range of Chinese securities, including H-Shares, B-Shares, A-Shares, N-Shares, Red-Chips, P-Chips, and S-Chips, with a capping methodology to prevent excessive concentration. The fund's strategy involves replication or representative sampling, allowing for investment in eligible China A-Shares through Stock Connect, and utilizing equity futures, total return swaps, and currency contracts for value addition and tracking efficiency. The fund is non-diversified and may concentrate investments in specific industries aligned with the index.
The FLCH DIVIDEND fund seeks to closely track the performance of the FTSE China Capped Index, investing primarily in securities from the Chinese market. While maintaining an 80% allocation to component securities of the index, the fund may utilize either replication or representative sampling strategies. With a focus on diversified investments, the fund aims to capture the broad performance of Chinese large- and mid-cap stocks across various industries, while considering capping methodologies and concentration levels.
The FLCH fund seeks to closely track the FTSE China Capped Index, aiming to replicate the performance of Chinese large- and mid-cap stocks, including H-Shares, B-Shares, A-Shares, N-Shares, Red-Chips, P-Chips, and S-Chips. With a passive investment approach, the fund may use replication or representative sampling strategies. It may also employ equity futures, equity total return swaps, foreign currency contracts, and futures to enhance performance. As of May 31, 2023, the index was concentrated in the consumer discretionary sector.
Tracking the FTSE China Capped Index with Precision. The FLCH Fund employs a passive investment strategy, aiming to closely match the performance of the FTSE China Capped Index. This non-diversified fund invests primarily in a range of Chinese securities, utilizing replication or representative sampling strategies to mirror index performance. With a focus on managing concentrations and employing various financial instruments, FLCH seeks to provide accurate index tracking and potential value enhancement.
The FLCH Fund predominantly allocates its assets to the component securities of the FTSE China Capped Index, with a particular focus on the consumer discretionary sector. This investment approach aims to closely track the performance of the index and offers exposure to Chinese large- and mid-capitalization stocks operating in the consumer discretionary sector. As of May 31, 2023, the FTSE China Capped Index itself was concentrated in the consumer discretionary sector, reflecting the fund's investment emphasis.
FLCH Fund primarily invests in components of the FTSE China Capped Index, focusing on Chinese large- and mid-cap stocks including H-Shares, B-Shares, and A-Shares. The index applies caps to prevent excessive concentration, and the fund may replicate or use representative sampling to track the index. Additionally, the fund may employ equity futures, swaps, and currency contracts to enhance tracking and manage risk. It's worth noting that FLCH is non-diversified and may concentrate investments in specific industries, akin to the FTSE China Capped Index's concentration, which was centered around consumer discretionary as of May 31, 2023.
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