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Shelton Greater China Fund
44 Montgomery St Ste 2100
Phone: (617) 742-1818p:617 742-1818 SAN FRANCISCO, CA  94104-4708  United States

This company is no longer actively traded on any major stock exchange.

Business Summary
Shelton Greater China Fund (the Fund), formerly Taiwan Greater China Fund, is a diversified, closed-end management investment company. The Fund's investment objective is long-term capital appreciation by investing primarily in companies that are domiciled in or traded on exchanges in the Greater China region, specifically Taiwan, Hong Kong, and the People’s Republic of China, or have derived or are expected to derive in the company’s current fiscal year (measured as of the time of original investment) at least 50% of their revenues by exporting to, importing from, trading with, or operating in mainland China. The Fund invests in sectors, which includes utilities, basic materials, communications, diversified, energy, financial, healthcare, industrial and technology. Shelton Capital Management LLC (Shelton Capital) is the Fund’s investment adviser. Nikko Asset Management Co., Ltd. is the Fund’s sub-adviser.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
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Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
6/30/201112/31/2010YesYes---

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board of Trustee, Chief Executive Officer Frederick C.Copeland 68 5/27/2011 5/1/2004
Chief Financial Officer, Chief Compliance Officer, Treasurer, Secretary Jon R.Kathe 59 4/21/2011 4/21/2011
Portfolio Manager Steven R.Champion 63 5/27/2011 5/1/1989
Trustee Edward B.Collins 69 1/1/2000 1/1/2000
Independent Trustee Robert P.Parker 69 7/1/2004 1/1/1998

General Information
Outstanding Shares: 10,107,567 (As of 6/30/2011)
Shareholders: 3,000
Stock Exchange: NYSE
Federal Tax Id: 526400931
Email Address: rocfund@dewerogerson.com


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Friday, July 21, 2023