Gartmore, Philip Ehrmann

clock • 7 min read

Philip Ehrmann's Gartmore China Opportunities fund leads the Far East ex Japan sector, despite investing solely in the Chinese market

Click here to download pdf Having originally launched as a Hong Kong fund back in 1983, Gartmore China Opportunities was saved from closure a few years ago when manager Philip Ehrmann recognised the potential for growth in the country. Though Ehrmann maintains its classification within the IMA's Far East ex Japan sector is unfair, the fund is currently top of the peer group over both three-year and three-month timeframes, according to Standard & Poor's. With direct investment into China still problematic, Ehrmann benchmarks the portfolio against the MSCI Zhong Hua index, which allows him...

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