Morningstar mutual fund categorization system is enhanced

To better categorize mutual funds, we have enhanced our Morningstar mutual fund categorization system to cater investors’ needs.

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To ensure our categorization system is responsive to the fast-changing mutual fund market, we monitor and review our system from time to time. In the past several years of ups and downs, globalization and financial innovation blend to create a long list of new fund types, such as BRIC equity funds and infrastructure equity funds, thus we would like to enhance our categorization system to cater investors’ needs, and more importantly, to ensure that our Morningstar rating, which heavily bases on the fairness of the categorization system, is an effective investment tool for mutual fund investors.

To achieve this, the following changes have been undertaken:

New Categories

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