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China Fund cuts management fees amid market headwinds

EditorLina Guerrero
Published 03/04/2024, 04:45 PM
© Reuters.
SSEC
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NEW YORK - The China Fund, Inc. (NYSE: CHN), a closed-end investment company, has announced a reduction in its management fees, a move initiated by its investment adviser, Matthews International (NASDAQ:MATW) Capital Management, LLC, to alleviate the total expense ratio for shareholders. This decision comes as a response to the current economic and market challenges facing Chinese securities.

Effective from February 1, 2024, the Adviser has voluntarily waived a portion of the management fee for a period of one year. For the Fund's monthly average assets under $150 million, the management fee rate will decrease from 0.80% to 0.75%. After this period, the waiver will end without further notice unless the Adviser opts to extend it.

The China Fund's investment strategy is focused on long-term capital appreciation through investments in equity securities tied to the Chinese market. The Fund invests in companies that either operate within China or derive significant revenue from the region. It is noted that while the Fund has the ability to make direct equity investments in Chinese companies, it currently does not hold such investments.

Investors in The China Fund should be aware of the risks associated with international investing, including currency fluctuations, government regulations, and economic changes. The Fund's concentration in Chinese securities also heightens its exposure to that market's volatility. The performance of the Fund can be affected by these factors, leading to potential price volatility and an impact on investment returns.

The Fund's shares trade on the New York Stock Exchange and, like other exchange-traded funds, can be bought at market price, which may differ from the Fund's net asset value per share. It is common for shares of closed-end funds to trade at a discount to their net asset value.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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