One-stop solution for investing in China
UBS China Allocation Opportunity Fund
Capture China's growth opportunity through a risk-aware approach
China offers numerous investment opportunities, yet is complex. A multi asset portfolio can navigate through market cycles and capture opportunities in different asset classes.
Fund features
1. One-stop solution
A unique multi-asset China fund that balances between asset classes and onshore as well as off shore assets.
A multi-asset strategy has historically been much less volatile than most pure equity strategies, which may make it suitable for investors who would like to capture China's growth story, but who would like an easier ride. Additionally, allocating to China fixed income means exposure to the higher nominal yields.
2. Dynamic asset allocation
Five levers to steer asset allocation to serve as a diversifier to achieve a strong risk-adjusted return profile.
Active asset allocation matters when investing in China. Here's why.
- Chinese stocks are relatively volatile. A risk-aware balanced investment approach allows investors to access Chinese growth and income with less volatility of the equity markets.
- there is limited diversification benefit between Chinese bonds and equities. Hence, dynamically moving in and out of risk assets in different market environments helps to achieve better risk-adjusted returns.
3. Consistent risk-adjusted performance
Consistent performance with lower volatility.
Performance (in USD, %) | Performance (in USD, %) | Cumulative returns | Cumulative returns | Peer group quartile | Peer group quartile |
---|---|---|---|---|---|
Performance (in USD, %) | YTD | Cumulative returns | 16.00 | Peer group quartile | 3 |
Performance (in USD, %) | 1 year | Cumulative returns | 16.00 | Peer group quartile | 3 |
Performance (in USD, %) | 3 years | Cumulative returns | 31.56 | Peer group quartile | 1 |
Performance (in USD, %) | Since inception | Cumulative returns | 49.33 | Peer group quartile | 1 |