Objective
Seeks long-term capital appreciation.
Overview
A Fund that invests in China A shares, which are equity securities of companies located in mainland China that trade on the Shanghai Stock Exchange and Shenzhen Stock Exchange.
The portfolio manager is supported by the full resources of Schroders.
Average Annual Total Returns % (as of 3/31/2021)
|
|||||
1YR | 5YR | 10YR | SI | ||
---|---|---|---|---|---|
Hartford Schroders China A I | 69.25 | --- | --- | 69.25 | |
Benchmark | 49.66 | --- | --- | --- | |
Morningstar China Region Category | 54.74 | --- | --- | --- |
Average Annual Total Returns % (as of 3/31/2021)
|
|||||
1YR | 5YR | 10YR | SI | ||
---|---|---|---|---|---|
Hartford Schroders China A I | 69.25 | --- | --- | 69.25 | |
Benchmark | 49.66 | --- | --- | --- | |
Morningstar China Region Category | 54.74 | --- | --- | --- |
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 may be lower or higher than the performance data quoted.
CharacteristicsAllocations, exposures and holdings are subject to change. Percentages may be rounded.
Inception Date | 03/31/2020 |
Symbol | HSHIX |
CUSIP | 41665X362 |
Fund Number | 299 |
Sector Exposure
label | currentpercentage |
---|---|
Information Technology | 17 |
Materials | 16 |
Industrials | 15 |
Consumer Discretionary | 14 |
Financials | 13 |
Consumer Staples | 11 |
Health Care | 9 |
Communication Services | 2 |
Real Estate | 2 |
Energy | 0 |
Utilities | 0 |
Top Ten Holdings (%)
label | percentageholding |
---|---|
Ping An Insurance Group Co., of China Ltd. | 6.60 |
Oppein Home Group, Inc. | 3.98 |
Midea Group Co., Ltd. | 3.78 |
China Merchants Bank Co., Ltd. | 3.02 |
Hongfa Technology Co., Ltd. | 2.36 |
Xiamen Faratronic Co., Ltd. | 2.31 |
Mango Excellent Media Co., Ltd. | 2.29 |
China Jushi Co., Ltd. | 2.27 |
Kweichow Moutai Co., Ltd. | 2.21 |
XCMG Construction Machinery Co., Ltd. | 2.20 |
Total Portfolio % | 31.02 |

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Fund LiteratureSelect All
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Fact Sheet12/31/2020 | pdfThis Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and the current performance. |
Commentary12/31/2020 | pdfCurrent quarterly commentary which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
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Summary ProspectuspdfA summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
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Hartford Schroders China A Fund Pitchbook12/31/2020 | pdfThis Pitchbook reviews the Fund's investment approach, investment team, investment process, and general portfolio parameters
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Statutory ProspectuspdfA legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
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SAIpdfA document that supplements the fund's prospectus with additional information about the fund and its operations. Also known as "Part B" of the prospectus.
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