Coupled with solid corporate fundamentals and diverse opportunities in the Greater China region, we believe this asset class offers capital gain potential and attractive risk return payoff.
Risk adjusted long term growth return1
Greater China’s 10-year performance2
Greater China’s 10-year performance1
Despite worries of COVID-19 pandemic and rising Sino-US tension, we believe Greater China market can play complementary roles. For example, the Greater China’s universe enable us to dissect the electric vehicle megatrend and identify the right stocks across the entire supply chain.
Narrowing down the opportunity set to extract investment value
How do we leverage our Greater China team research?
For illustrative purpose only. Source: Manulife Investment Management, as of May 2021.
Given the diverse characteristics across the region, Greater China equities enable investors to tap on the most dynamic growth trend.
Mainland China market
Great potential from the world’s second largest economy4 with 1.4 billion population.
Hong Kong market
A global financial hub led by international banks and insurance giants, plus the property players.
A market dominated by world class IT manufacturers.
* Due to rounding, the total may not be equal to 100%. Information about the asset allocation is historical and is not an indication of the future composition.
As the China’s economy continues to transform from an investment-driven model to a consumption-and services-driven, Chinese government is expected to continuously focus on improving the living standard and technological innovation in the next decade.
This trend closely links to three key investment themes of the Fund: Consumption Upgrade, R&D (research and development) and Innovation and Policy Tailwinds. In addition, the bottom up approach adopted by the investment team helps the fund to identify opportunities from long-term structural trends across the region and capture the potential return.
of track record6
Equity investment experts in
the Greater China region7
Unless otherwise stated, all information sources are from Manulife Investment Management, as of 31 December 2020