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Important Notes:

  1. Manulife Global Fund – China Value Fund (“Manulife China Value Fund” or the “Fund”) invests in equity securities of companies with substantial business interests in the Greater China region, which may involve equity market, Mainland China investment, China A-Shares Access Products, Stock Connect, small cap, geographical concentration, volatility, taxation, and currency exchange risks, and is subject to greater risk than investments in more developed economies or markets.
  2. The Fund intends to use financial derivative instruments (“FDIs”) for investment, efficient portfolio management and/or hedging purposes.  The use of FDIs exposes the Fund to additional risks, including volatility risk, management risk, market risk, credit risk and liquidity risk.  
  3. Investment involves risk. The Fund may expose its investors to capital loss. Investors should not base on this material alone to make investment decisions and should read the offering document for details, including the risk factors, charges and features of the Fund and its share classes.

Greater China equities: a long term growing story

A balanced long term growth with good diversification 

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

 

Complementary markets

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.

 

Variation of the three markets3

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.

 

Taiwan market

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.

 

Bottom up approach to capture long-term structural trend opportunities5

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.

 

 

Manulife Investment Management's expertise

23+ years

of track record6

 

40+

Equity investment experts in
the Greater China region7

 

AUM of

US$931.6million8

Unless otherwise stated, all information sources are from Manulife Investment Management, as of 31 December 2020

  1. Source: Bloomberg, as of 30 June 2021. 10-year performance in USD. Greater China was represented by MSCI Golden Dragon Index. China was represented by MSCI China Index. China A was represented by CSI300. Hong Kong was represented by MSCI Hong Kong Index. Taiwan was represented by MSCI Taiwan Index. Past performance is not indicative of future performance.
  2. Source: Bloomberg, as of 30 June 2021. Performance in USD. Greater China was represented by MSCI Golden Dragon Index. China was represented by MSCI China Index. China A was represented by CSI300. Hong Kong was represented by MSCI Hong Kong Index. Taiwan was represented by MSCI Taiwan Index. Past performance is not indicative of future performance.
  3. Source: MSCI, as of 30 June 2021. Mainland China market was represented by MSCI China 10/40 Index; Hong Kong market was represented by MSCI Hong Kong Index; Taiwan market was represented by MSCI Taiwan Index.
  4. Source: IMF, as of 31 December 2020. In terms of nominal GDP.
  5. Source: Manulife Investment Management, as of 30 June 2021. Portfolio holdings and characteristics are subject to change at any time. Information about the asset allocation is historical and is not an indication of the future composition.
  6. Inception date of Manulife Global Fund – China Value Fund (Share Class A): 1 April 1998. Inception date of Manulife Global Fund – China Value Fund (Share Class AA): 19 April 2004.
  7. Source: Manulife Investment Management, as of 30 June 2021. Total is comprised of investment professionals of Manulife Investment Management, Manulife-TEDA Fund Management Co. Ltd., a 49% joint venture is a joint venture between Manulife Financial and Northern International Trust, part of the Tianjin TEDA Investment Holding Co. Ltd. (TEDA), and Mahindra Manulife Investment Management Private Limited, a 49% joint venture of Manulife and Mahindra AMC.
  8. Source: Manulife Investment Management (Asia), as of 30 June 2021. Figure reflects total Assets Under Management of Manulife Global Fund – China Value Fund Share Class A and AA.

 

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