China – a key component of the new investment world

China, the first country to be confronted with COVID-19, is now the world pioneer in finding a way out of the crisis. It is one of the first economies in the world showing signs of recovery. And key economic data, such as industrial production and demand for real estate, were better than expected in May. We can still focus on long-term trends there, which remain intact. And the country's importance in the world is still growing. In spite of this, the economic powerhouse has not yet gained the prominence it deserves on global equity markets.

To tap China's potential more effectively, a standalone allocation of Chinese equities could prove promising. And given the country's importance, its weighting could be bigger than is usually possible within a traditional emerging market strategy.

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Renowned expertise on China

UBS tops Broadridge's China 2020 rankings for asset managers.

Standalone allocation for China?

The key for global investors then is how to most effectively capture China's ongoing growth story, and we believe that a standalone investment allocation can increasingly be an effective option for investors.

China Fixed Income

Investing in a new world – Hayden Briscoe, Head of Fixed Income in Asia Pacific, gives insights into how China's reforms are taking root and how barriers to foreign investment are falling.

China Equities

The 10 most important questions and answers on Chinese equity strategy, the current market outlook, and the relationship between the USA and China. Interview with Bin Shi, Head of China Equities.

Refinitiv Lipper Fund Awards Switzerland 2020

Equity China

Best Fund over 3 and 5 years

Equity Greater China

Best Fund over 3 and 5 years

Fund Awards

The best mutual funds


Investment solutions

Equities

Benchmark

MSCI All China

Main benefits

Easy access to investment opportunities provided by a rapidly growing Chinese economy. Investors gain access to all classes of shares, providing exposure to onshore and offshore China equities: A, B and H shares, red chips, P chips and ADRs. Due to its significant deviation from the benchmark index, the fund has the potential to outperform it. Investors benefit from UBS being one of the few asset managers with a truly global investment platform. The experienced portfolio management team can leverage local investment expertise in the Chinese market via our joint venture UBS SDIC in China.

Benchmark

MSCI China 10/40

Main benefits

Easy access to investment opportunities arising in the rapidly growing Chinese economy. Investors gain access to all classes of Chinese shares: A, B and H shares and red chips. Due to its significant deviation from the benchmark index, the fund has the potential to outperform it. Investors benefit from UBS being one of the few asset managers with a truly global investment platform. The experienced portfolio management team can leverage local investment expertise in the Chinese market via our joint venture UBS SDIC in China.

Benchmark

MSCI China A Onshore (net div. reinv.)

Main benefits

Investors gain access to local Chinese shares, e.g. China A shares. An experienced portfolio management team that can leverage local investment expertise in the Chinese market via our joint venture UBS SDIC in China.

Benchmark

UBS Greater China Index.

Main benefits

Easy access to the Chinese, Hong Kong and Taiwanese markets. Investors gain access to "A" class shares as UBS is recognized as a qualified financial investor in China. Investors benefit from UBS being one of the few asset managers with a truly global investment platform. UBS's proprietary fundamental valuation approach allows consistent identification of the potentially most attractive companies.

Bonds

Benchmark

Bloomberg Barclays China Aggregate Index in USD

Main benefits

This diversified bond portfolio can be used to participate in the opportunities in the China fixed income market and to obtain exposure to the Chinese yuan. The fund is actively managed across duration, yield curve, sector and security selection in accordance with market conditions. This allows the portfolio to be dynamically adjusted throughout market cycles.

Multi-Asset

Benchmark

Main benefits

Participate in the growth and increasing internationalization of the Chinese economy and markets via select investments in both fixed income and equities. The portfolio is actively managed, adjusted to market conditions and proactively includes the most interesting opportunities.


Our insights on China and emerging markets

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