Ruli Viljoen, head of investment research at OBSR, a Morningstar company, looks at some of the Chinese equity funds the firm rates.
The universe of funds investing in China is divided into those that focus on mainland China and those that invest in Greater China which also includes Hong Kong and Taiwan. The offshore universe of Chinese equity funds is far larger than the onshore peer group: it comprises about 135 funds versus about 15 UK-domiciled funds. The first equity funds to be launched in the region were from Gartmore, HSBC, Jardine Fleming, Allianz and Invesco. The fastest period of growth for the asset class in terms of the number of new fund launches was between 2007 and 2009. OBSR has researched Chinese equ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
