Grow with China’s future leaders

UBS China Opportunity Equity Fund

Please read the important information of the fund before proceeding

UBS (Lux) Equity Fund – China Opportunity (USD)

1. The Fund, UBS (Lux) Equity Fund – China Opportunity (USD) (“ UBS China Opportunity Equity Fund”) primarily invests in shares of companies that are either domiciled in or with their main business in China. The aggregate exposure (whether direct or indirect) to China A-Share and China B-Share markets for the Sub-Fund will be maintained at 20% or below of its total net asset value.

2. The Fund’s investments in emerging markets, e.g. PRC, may involve a greater risk than developed markets including sharp price movements, liquidity risk and currency risk. The Fund’s investment in a single country may be subject to a higher level of risks comparing to a fund investing in a more diversified portfolio/strategy. Under extreme market circumstances, the Fund may suffer substantial loss.

3. The Fund may use financial derivative instruments (“FDI”) for investment management and hedging purposes. Although financial derivative instruments will not be used extensively for investment purposes, the use of derivatives may involve additional risks, e.g. leverage, liquidity, counterparty risks.

4. Specifically for the P-mdist share class, the Fund may at the discretion of the Management Company make distributions out of capital or out of gross income while charging/paying all or part of the Fund’s fees and expenses to/out of capital of the Fund, resulting in an increase in the payment of dividends by the Fund. Payment of dividends out of capital or on a gross-of-fee basis may result in an immediate reduction of the net asset value per share.

5. Any distributions from the income and/or involving the Capital result in an immediate reduction of the net asset value per unit of the fund. Payment of dividends out of Capital amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment.

6. Investors should not invest in the Fund solely based on this document and should read the relevant offering document.

Spot the winners in China's offshore markets early and grow over the long term.

Fund features

1. Focus on leaders benefitting from trends that transform China

The Fund has a strong track record of identifying future leading companies at an early stage. The Fund identifies long-term winners as fundamental trends, like urbanization, ageing, innovation, and rising consumer demand, play out in China

2. High conviction, best ideas fund

Comparing with the benchmark1, the Fund selectively invests in 40-70 quality names based on rigorous fundamental research, allowing investors to capture the best opportunities in Chinese offshore equity market.

3. Managed by award-winning China equity team

Bin Shi, Head of China Equities

  • Best Fund Manager, three years in a row2
  • AAA - Citywire rating3

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