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EP China Fund
Investment Objective
Long term capital appreciation
Strategy: Under normal market conditions, the Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in non-U.S. denominated publicly traded stocks of companies of all capitalizations that are economically tied to China and its Special Administrative regions (SARs). SARs, which currently consist of Hong Kong and Macau, are highly autonomous and largely self-governing sub-national entities of China. A company is considered “economically” tied if it (1) derives at least 50% of its revenues or profits from business activities in China or its SARs or (2) has its equity securities primarily traded on the China or Hong Kong exchanges.
Carefully consider the risks and special considerations associated with investing in the fund. You may lose money by investing in the fund. Foreign investments also present risks due to currency fluctuations, economic and political factors, lower liquidity, government regulations, differences in securities regulations and accounting standards, possible changes in taxation, limited public information and other factors. The risks are magnified in countries with emerging markets, since these countries may have relatively unstable governments and less established markets and economies. More information about these risks and others can be found in the fund's prospectus.
Benchmark: MSCI China Index
Inception Date: 7/31/2009
Ticker Symbol: EPHCX
CUSIP: 461418857
Minimum Investment: $2,500
Portfolio Manager: Russell E. Hoss, CFA
Fund Facts |
Summary Prospectus |
Statutory Prospectus |
Statement of Additional Information |
Annual Report
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Additional Information
If you would like to speak with a representative further about Euro Pacific Funds, international stocks or separately managed accounts, please either fill out the form below or call 1-800-727-7922 and you will be put in touch with a Euro Pacific Capital investment consultant.
