Fund Manager Top Pick for 2012!

This fund has been selected by Robeco Investment Managers as a Top Pick Fund for 2012.

Why do the Investment Managers think it has good growth and investment potential?

This fund offers:

An excellent track record with first quartile performance, outperformance to benchmark and a strong information ratio
A concentrated, well-balanced portfolio with a high conviction strategy
Access to A-, B- and H-shares (thanks to QFII licence)
A well resourced team based in Hong Kong, combining local knowledge and global views (GEM team and strategy/economics teams in Rotterdam)
A robust investment process combining top-down and bottom-up elements
Stock selection based on a unique blend of fundamental and quantitative research

Key points:

Strong GDP growth expected: 8.5% in 2012
The authorities are likely to be successful in shifting the emphasis of economic growth from exports to domestic demand and consumption
Inflation has peaked and we expect monetary easing
China's reserves at 3.2 trillion may be used for economic stimulus in case of a slowdown
Valuations are low and expected earnings growth is high
The latest 5-year plan offers several interesting investment opportunities, such as:
1. Income growth and distribution
2. Technology and innovation
3. Alternative energy reform
4. Investment in an upgrade of the manufacturing base
5. Construction of public housing

What is the fund objective?

The investment seeks long-term capital growth investing in equities of companies which have their registered office in China, or exercise a preponderant part of their economic activities in that country.

Investments in equities of such companies will represent at least two thirds of the total assets of fund. It may also use various derivative instruments for hedging and efficient portfolio management purposes to the extent permitted by the investment restrictions.

For more information please see the prospectus.

Who is the Fund Manager?

To exploit new opportunities offered by the QFII license, the fund has been managed from Hong Kong since July 2008, thus closer to companies, analysts and regulators.

Fund manager Victoria Mio is a native Chinese. Her fluent Mandarin and Cantonese language skills allow faster and deeper information insights. Ms. Mio already managed Robeco Chinese Equities from Rotterdam until her relocation to Hong Kong.

She's part of the Robeco Asia-Pacific team, who call on local insights from a wider regional and global perspective. The team consists of four portfolio managers with an average experience of 13 years. The Asia-Pacific team distinguishes itself for its long-term horizon in order to look beyond market volatility.

Who is Robeco?

Robeco logo Robeco, established in Rotterdam in 1929, offers investment products and services to institutional and private investors worldwide. It has around EUR 135 billion in assets under management (at 31 December 2009).

Robeco advocates responsible investing. Environmental, social and governance factors are integrated into the investment processes, and there is an exclusion policy in place. Robeco makes active use of its voting right and enters into dialogue with the companies in which it invests. The product range encompasses equity and fixed-income investments, money-market funds and alternative investments, including private equity, hedge funds and structured products. The various strategies are managed from Rotterdam (head office), Boston, Hong Kong, New York, Paris and Zurich.

To service institutional and business clients, Robeco has offices in Bahrain, Belgium, Greater China (Mainland, Hong Kong, Taiwan), France, Germany, Japan, Korea, Luxembourg, Spain, Switzerland and the United States. Robeco has a banking license in France and the Netherlands, where it can sell its products straight to private clients.

Robeco holds a 100% interest in Corestone (Zug, Switzerland), Harbor Capital Advisors (Chicago, USA) and Transtrend (Rotterdam, the Netherlands). Robeco also holds a majority interest in SAM Group (Zurich, Switzerland), a 49% interest in Canara Robeco Investment Management (Mumbai, India) and a 40% interest in AIM (Rijmenam, Belgium).

Robeco is part of Rabobank Group, one of the few privately owned banks in the world with the highest credit ratings from Moody's and Standard & Poor's. Furthermore, within the banking sector, Rabobank is one of the global leaders in terms of corporate social responsibility and sustainability.

As at 4 August 2010

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Costs

Robeco allows distributors to charge 5% for this fund (as per prospectus). At RaboDirect you will only pay 0.75% entry fee and 0.75% upon exit. We never charge for unexecuted or cancelled orders or for that matter cost of account maintenance.

Warning: Past Performance is not a reliable guide to future performance. The value of your investment may go down as well as up. Some Investment Funds may be affected by changes in currency exchange rates.

* Funds frequently bought together: This is for the information of our customers, and potential customers, based on general customer investment patterns, and does not constitute advice from us that you invest in any particular fund or a recommendation from us that a particular fund is suitable for you.