On or about 7/18/25, the Hartford Schroders China A Fund will be liquidated. Shares of the Fund will no longer be available for purchase as of the close of business on 6/16/25, except that existing shareholders of the Fund and investors through certain retirement plans may continue to purchase shares of the Fund until the close of business on 7/11/25. Please see the Fund’s prospectus supplement dated 5/14/25 for additional information.
Quality Bias
Seeks companies with sound fundamentals, a high level of earnings visibility, and a commitment to growing shareholder value
Local Presence
The Fund's investment team is based in Hong Kong, Singapore, Taipei, and Shanghai
Sub-advised by Schroders
With 200+ years of experience, Schroders actively invests across public and private markets around the globe
Objective: Seeks long-term capital appreciation.
The portfolio manager is supported by the full resources of Schroders.
Performance
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.
SI = Since Inception. Fund Inception: 03/31/2020
Characteristics
Contemporary Amperex Technology Co. Ltd. | 4.42 |
Hubei Dinglong Co. Ltd. | 3.41 |
Ping An Insurance Group Co. of China Ltd. | 3.25 |
Bank of Ningbo Co. Ltd. | 3.23 |
China Merchants Bank Co. Ltd. | 3.09 |
Ninebot Ltd. | 3.03 |
Changzhou Xingyu Automotive Lighting Systems Co. Ltd. | 2.95 |
Shenzhen Sunlord Electronics Co. Ltd. | 2.52 |
Bank of Hangzhou Co. Ltd. | 2.51 |
Chaozhou Three-Circle Group Co. Ltd. | 2.36 |
Total Portfolio % | 30.77 |
FUND |
BENCHMARK | UNDERWEIGHT / OVERWEIGHT | |||||
---|---|---|---|---|---|---|---|
3/31/25 | 4/30/25 | 4/30/25 | -8 0 8 | ||||
Materials | 17 | 15 | 9 | ||||
Consumer Discretionary | 13 | 15 | 10 | ||||
Industrials | 19 | 18 | 15 | ||||
Health Care | 11 | 8 | 7 | ||||
Real Estate | 2 | 2 | 1 | ||||
Information Technology | 17 | 19 | 19 | ||||
Utilities | 2 | 3 | 3 | ||||
Communication Services | 3 | 2 | 2 | ||||
Energy | 0 | 0 | 3 | ||||
Consumer Staples | 4 | 4 | 10 | ||||
Financials | 13 | 13 | 21 |
Insights
Fund Literature