China Allocation Opportunity

  • Launched in June 2015, this Multi-asset China fund invests in onshore and offshore equities and bonds. Investment is approximately 50% in Chinese equity and 50% in Chinese Fixed Income. The fund mainly invests in offshore Chinese equities and bonds as well as a small position in China A shares through UBS Lux China A Opportunity Fund .
  • The fund has gained positive momentum since 2016 and delivered steady positive return throughout 2017. (+25.84% net of fees return for P-Acc USD in 2017).
  • One point which is worthwhile to note is the management fee of CAO is the lowest among peers while performance is very competitive.
  • The fund boasts a very strong track record, with one of the best risk adjusted returns in the market.