China's incredible economic transformation over the past few decades has been nothing short of remarkable. From 1980 to 2010, China's per capita gross domestic product (GDP) surged nearly 13 times, a feat that took the United States nearly 150 years to match. This mass industrialization has not only created new markets for consumer and industrial goods and services but has also accelerated China's economic growth, positioning it as a global economic powerhouse.

On the doorstep of this vast superpower stands Hong Kong, a world-class financial, marketing, and technical center. We believe that China's rise, coupled with the dynamic Hong Kong marketplace, will have profound implications for our global future. Now, with the First Standard Capital China & Hong Kong Fund, investors have the opportunity to participate in China's transformation into an industrialized, consumer-driven society and Hong Kong's continued growth as China's most sophisticated commercial center.

Fund Strategy and Focus

Our China & Hong Kong Fund is designed to provide investors with exposure to the economic dynamism of China and the financial sophistication of Hong Kong. The fund primarily invests in stocks of companies that are traded on the China or Hong Kong exchanges or that conduct at least half of their business in China and/or Hong Kong. Our investment philosophy centers on identifying businesses operating in areas characterized by structural growth. We seek out companies that have established themselves over several years and have developed expertise that translates into strong cash flows. These cash flows are not only ready and available for reinvestment in the future of the business but also have the potential to generate excess cash that can be distributed to shareholders.

Types of Preferred Companies: The types of companies that we favor within the China & Hong Kong Fund are those that operate in sectors and industries poised for sustained growth. These companies often possess the following characteristics:

Established Expertise: They have a track record of expertise development in their respective industries.
Cash Flow Generation: They generate robust cash flows that can be reinvested in the growth of the business.
Shareholder Returns: They prioritize delivering value to shareholders, which may include dividends or share buybacks.

Our fund is committed to providing investors with access to these dynamic businesses that are at the forefront of China's economic rise and Hong Kong's continued prominence as a global commercial hub.

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Funds may be lower or higher than the performance quoted. Total returns reflect a fee waiver in effect and in the absence of this waiver, the total returns would be lower. Performance data does not reflect the 2% redemption fee for shares held less than 30 days and if deducted the fee would reduce the performance quoted.

China's incredible economic transformation over the past few decades has been nothing short of remarkable. From 1980 to 2010, China's per capita gross domestic product (GDP) surged nearly 13 times, a feat that took the United States nearly 150 years to match. This mass industrialization has not only created new markets for consumer and industrial goods and services but has also accelerated China's economic growth, positioning it as a global economic powerhouse.

On the doorstep of this vast superpower stands Hong Kong, a world-class financial, marketing, and technical center. We believe that China's rise, coupled with the dynamic Hong Kong marketplace, will have profound implications for our global future. Now, with the First Standard Capital China & Hong Kong Fund, investors have the opportunity to participate in China's transformation into an industrialized, consumer-driven society and Hong Kong's continued growth as China's most sophisticated commercial center.

Fund Strategy and Focus

Our China & Hong Kong Fund is designed to provide investors with exposure to the economic dynamism of China and the financial sophistication of Hong Kong. The fund primarily invests in stocks of companies that are traded on the China or Hong Kong exchanges or that conduct at least half of their business in China and/or Hong Kong. Our investment philosophy centers on identifying businesses operating in areas characterized by structural growth. We seek out companies that have established themselves over several years and have developed expertise that translates into strong cash flows. These cash flows are not only ready and available for reinvestment in the future of the business but also have the potential to generate excess cash that can be distributed to shareholders.

Types of Preferred Companies: The types of companies that we favor within the China & Hong Kong Fund are those that operate in sectors and industries poised for sustained growth. These companies often possess the following characteristics:

Established Expertise: They have a track record of expertise development in their respective industries.
Cash Flow Generation: They generate robust cash flows that can be reinvested in the growth of the business.
Shareholder Returns: They prioritize delivering value to shareholders, which may include dividends or share buybacks.

Our fund is committed to providing investors with access to these dynamic businesses that are at the forefront of China's economic rise and Hong Kong's continued prominence as a global commercial hub.

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Funds may be lower or higher than the performance quoted. Total returns reflect a fee waiver in effect and in the absence of this waiver, the total returns would be lower. Performance data does not reflect the 2% redemption fee for shares held less than 30 days and if deducted the fee would reduce the performance quoted.