Invesco China Equity Z Acc
- Citicode
- GUVK
- Launch Date
- 12-11-2012
- Fund Size
- £161,940,688
- Yield
- 1.31%
- Ongoing Charge
- 0.89%
- Fund Managers
- Elton Cheung
Lijuan Du
Fund Objective
The objective of the Fund is to achieve long-term (5 years plus) capital growth. The Fund invests at least 80% of its assets in shares of companies incorporated, domiciled or carrying out the main part of their economic activity in China, including Hong Kong. Exposure to China will be accessed by investing in securities listed on Hong Kong and other relevant exchanges and China A shares listed on the Shanghai and Shenzhen Stock Exchanges (via the Stock Connect program). The Fund may use derivatives (complex instruments) to manage the Fund more efficiently, with the aim of reducing risk, reducing costs and/or generating additional capital or income. The Fund has an active investment approach based on stock selection driven by the fund manager’s assessment of valuation. The Fund is not constrained by a benchmark and has a flexible approach with no inbuilt bias to sector or company size. In addition to the charges set out in the Charges section below, the Fund will incur portfolio transaction costs which are paid from the assets of the Fund. These may have a material impact on your returns. The reference to (UK) in the Fund's name only relates to the Fund’s domicile and is unrelated to the Fund’s objective and investment policy. You can buy, sell and switch shares in the Fund on any Dealing Day (as defined in the Prospectus). Any income from your investment will be reinvested. Recommendation: The Fund may not be appropriate if you plan to withdraw your money within 5 years
Top 10 Holdings
Asset Class
Fund Manager
Elton Cheung
Start Date
27-02-2026
Bio
Elton is a distinguished investment professional with two decades of expertise in asset management, specializing in Greater China equities.Prior to joining Invesco, Elton has an exemplary performance history, with pension funds under his leadership at BEA Union Investment consistently achieving top quartile rankings. At Value Partners, the fund he managed was honored with the esteemed Lipper Award for Best 5-Year Mutual Fund Performance for consecutive years, underscoring his commitment to delivering exceptional results. Renowned for his strategic leadership, Elton excels in building and guiding high-performing investment teams. His expertise encompasses formulating robust investment philosophies, developing effective strategies, and establishing rigorous research frameworks. Prior to serving as Head of Greater China Equities at BEA Union, Elton held senior roles including Head of Research (HK) and Senior Portfolio Manager at J.P. Morgan Asset Management China, Head of Small & Mid Cap Equities at Haitong International Securities, and Fund Manager at Value Partners. Elton holds an Honours degree in Economics from Simon Fraser University, Canada, and is a Chartered Financial Analyst (CFA). He is widely recognized across the industry for his investment acumen, proven leadership, and consistent ability to create value for clients in the Greater China equity market.
Fund Manager
Lijuan Du
Start Date
27-02-2026
Bio
Lijuan Du is a Senior Fund Manager and is responsible for management of China equity strategies. Lijuan joined Invesco in May 2017 as an Investment Analyst specializing in financials and real estate sectors, then she expanded her coverage to consumers and EV industry chain as well. She covered China diversified financials industry in CICC from 2014 to 2016. Before that she was a research analyst at Guotai Fund Management from 2012 to 2013 mainly covering China non-bank financials. She holds a Master degree and a Bachelor degree in Economics from Fudan University.
Data source:
All financial data is supplied by FE
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