Funds from Hong Kong/China

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Topic Author
Investment101
Posts: 70
Joined: Sat Jul 05, 2014 5:09 am

Funds from Hong Kong/China

Post by Investment101 » Sun Feb 10, 2019 10:44 am

Hi can you guys take a look at my funds from Hong Kong? Got them around 12 years ago, didn't look at them that often. Around 2009 it dropped a lot but gained back since then. So overall they gained about 10%. 2 of them got 3 stars from morningstar, one got 2 stars, get rid of those? I don't really need to sell them or need cash right away, the opposite actually, I can just leave them.

U38304 5stars JPMorgan ASEAN (acc)
U40095 3 HSBC Chinese Equity Fund (Class AD)
U61144 2 JPMorgan India (acc)
U61617 5 Schroder ISF Greater China (Class A-Accumulation)
U61777 3 Barings Hong Kong China Fund (Class A-USD-Inc)

When the fund's manager changes, do you look up the manager? Or just go by the ratings. Thanks for your help

Valuethinker
Posts: 37277
Joined: Fri May 11, 2007 11:07 am

Re: Funds from Hong Kong/China

Post by Valuethinker » Sun Feb 10, 2019 10:54 am

Investment101 wrote:
Sun Feb 10, 2019 10:44 am
Hi can you guys take a look at my funds from Hong Kong? Got them around 12 years ago, didn't look at them that often. Around 2009 it dropped a lot but gained back since then. So overall they gained about 10%. 2 of them got 3 stars from morningstar, one got 2 stars, get rid of those? I don't really need to sell them or need cash right away, the opposite actually, I can just leave them.

U38304 5stars JPMorgan ASEAN (acc)
U40095 3 HSBC Chinese Equity Fund (Class AD)
U61144 2 JPMorgan India (acc)
U61617 5 Schroder ISF Greater China (Class A-Accumulation)
U61777 3 Barings Hong Kong China Fund (Class A-USD-Inc)

When the fund's manager changes, do you look up the manager? Or just go by the ratings. Thanks for your help
all high fees.

I would sell them all and either buy an Asia eff or a global equity eff from ishares or Vanguard.

Topic Author
Investment101
Posts: 70
Joined: Sat Jul 05, 2014 5:09 am

Re: Funds from Hong Kong/China

Post by Investment101 » Mon Feb 11, 2019 4:48 am

Sell them? Can I trade them for those funds, so no high fees until I sell the new funds later?

sharukh
Posts: 173
Joined: Mon Jun 20, 2016 10:19 am

Re: Funds from Hong Kong/China

Post by sharukh » Mon Feb 11, 2019 6:37 am

Sell them and buy
Vwrd or iwda

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