One-stop solution for investing in China

UBS China Allocation Opportunity Fund

Share this page

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. 

As of end Oct 2020

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.

  1. 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.
  2. 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

10.68

Peer group quartile

3

Performance (in USD, %)

1 year

Cumulative returns

15.73

Peer group quartile

3

Performance (in USD, %)

3 years

Cumulative returns

29.08

Peer group quartile

1

Performance (in USD, %)

Since inception

Cumulative returns

42.48

Peer group quartile

1


More funds

UBS All China Equity Fund

Aim to capture the best opportunities in both China's onshore & offshore markets

UBS China Opportunity Equity Fund

Grow with future leaders with focus on China's offshore market

UBS China High Yield Fund

Attractive yield solution in a zero-interest-rate world


Explore insights

Important information

UBS (Lux) Key Selection SICAV –China Allocation Opportunity (USD)