Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
Value Partners Grt CHN HY In P Mdis USD (Reinvest)
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2025.12.31
[{"name":"GLP China Holdings Ltd. 7.75%","y":3.71},{"name":"China Hongqiao Group Limited 6.925%","y":2.74},{"name":"China Oil and Gas Group Ltd. 4.7%","y":2.60},{"name":"Li \u0026 Fung Ltd. 8.375%","y":2.54},{"name":"Mongolian Mining Corp / Energy Resources LLC 8.44%","y":2.25},{"name":"Studio City Finance Limited 5%","y":2.24},{"name":"Wynn Macau Ltd. 5.625%","y":2.17},{"name":"Central Plaza Development Ltd. 6.8%","y":2.15},{"name":"Chiyu Banking Corporation Limited 8%","y":2.10},{"name":"Central Plaza Development Ltd. 7.15%","y":2.06}]
Item
Percentages
1. GLP China Holdings Ltd. 7.75%
3.71
2. China Hongqiao Group Limited 6.925%
2.74
3. China Oil and Gas Group Ltd. 4.7%
2.60
4. Li & Fung Ltd. 8.375%
2.54
5. Mongolian Mining Corp / Energy Resources LLC 8.44%
2.25
6. Studio City Finance Limited 5%
2.24
7. Wynn Macau Ltd. 5.625%
2.17
8. Central Plaza Development Ltd. 6.8%
2.15
9. Chiyu Banking Corporation Limited 8%
2.10
10. Central Plaza Development Ltd. 7.15%
2.06
Fund Information
Data Updated On 2026.05.30
Investment Objective
The Fund aims to provide capital appreciation by primarily investing in Greater China debt securities, including but not limited to high yield, convertible and mainland Chinese offshore bonds.
Key Facts
ISIN
KYG9319N1170
Asset Class
Fixed Income Fund
Fund Category
Greater China High Yield Bond
Geography
China (Greater)
Risk Rating
High
Morningstar Rating
Currency
USD
Fund Size
USD 389,400,480.00
Price
3.29
Nav Date
2026.05.27
Change(%)
0.00
Net Asset Value
3.29
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
1.20
Dividend Option
Cash / Reinvest
Dividend Yield(%)
--
Ex-Dividend Date
2026.04.30
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
Value Partners Limited
Establish Date
2012.03.27
Fund Manager
Gordon Ip
Fund Manager (Start Date)
2012.03.27
Fund Manager Intro
--
Cost
Max Handling Fee(%)
--
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
3.00
Performance Fee(%)
--
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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