China Opportunity

  • Pure China Fund focused primarily on Offshore China equities with up to 10% in onshore (A and B shares). Focus on bottom up opportunities and sector leaders.
  • For 2017, MSCI China surged over 54%, outperforming Emerging markets by 17%. The fund outperformed the benchmark by about 9%, attributed to strong stock selection. For the 3Y to Dec 2017, the strategy outperformed the benchmark by 11.9% p.a. over the period.