China expected to emerge as major asset class for international investors

China has officially overtaken both Germany and now Japan as the second largest economy in the world in terms of gross domestic product*. Whereas currently, asset allocation to China often tends to be buried within allocation to Asia or Emerging markets, we believe that, based on the growth in capital markets there, China will emerge as a major asset class for international investors in the long-term.
*Source: Allianz Global Investors

Sustainable long-term economic growth boosted by transition from export-led to domestic consumption-led growth

Key areas of focus for the Chinese government are a more even distribution of household income and boosting economic growth in inland parts of China, which should combine to see domestic consumption gradually grow and become a key driver of long-term economic growth.

Focused, high conviction portfolio managed by highly experienced team

Based locally in Hong Kong, an experienced team, led by Senior Portofolio Manager Christina Chung manage a high conviction portfolio driven by fundamental research and bottom-up stockpicking. With no benchmark constraints, the team are able to take advantage of their deep local knowledge and research companies across the entire Chinese investment universe, often uncovering opportunities neglected by mainstream investors.

Award-winning superior long-term track record

The superior long-term track record achieved by the Portfolio Management team has won recent awards in Europe, with Lipper awarding the fund 1st place for 5 year performance in both Austria and Switzerland in 2011. Christina Chung has an A rating from Citywire (Austria, France, Switzerland and Spain) and the fund has been given a superior qualitative rating by Morningstar.

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