About CGCYX
Columbia Greater China Fund Class I3 is an actively managed mutual fund designed to provide exposure to the equity markets of the Greater China region, encompassing mainland China, Hong Kong, and Taiwan. Its primary objective is long-term capital appreciation through investments in companies poised to benefit from the region’s economic and demographic growth trends. The fund utilizes a blend of bottom-up fundamental research and top-down analysis to identify businesses with the potential for sustainable and profitable expansion, focusing on themes such as increasing emerging market trade, consumer value, and total return orientation. Managed by Columbia Threadneedle since 2017, the fund is supported by a seasoned investment team with deep regional expertise and access to global resources. It typically allocates at least 80% of its net assets to equities, selecting holdings across a variety of sectors, including technology, finance, and consumer industries, with notable positions in leading regional companies. The fund serves institutional investors aiming for diversified access to Greater China’s growth opportunities while balancing risk through a disciplined investment process.
Fund Family Columbia Threadneedle
Category China Region
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CGCYX
Share Class Institutional 3 Class
Index MSCI China NR USD
CGCYX had a total return of 15.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.50%.
