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Allianz China A-Shares - AT - USD

Ranked 18 out of 74 in - China over 12 months
All calculations are in USD unless stated

Managed by

Sunny Chung

Anthony Wong

Anthony Wong joined Allianz Global Investors in 2012 as portfolio manager and is currently the co-lead manager for the China A-Shares equity portfolios. Prior to joining the group, Wong worked as a director, portfolio manager at Bank Julius Baer where he was responsible for managing the Julius Baer China Fund, a QFII classified mutual fund that invests in China-listed A-shares and Hong Kong listed H-shares. Wong had also worked at Yinhua Fund Management, Shenzhen as deputy head of foreign investment, where he managed the Hong Kong equity sub-portfolio of Yinhua QDII Global Core Equity Fund, and formulated the investment strategies for the Hong Kong equity market. Wong’s experience in the fund management industry started in 2002. He is a CFA charterholder and holds a master of science in finance from the London Business School, a master of business administration from the Hong Kong University of Science and Technology and a bachelor of business administration from the Chinese University of Hong Kong.

Objective

We invest at least 70% of Subfund assets directly or using derivatives in equities of companies being incorporated in China and listed as A-Shares on the Shanghai Stock Exchange or the Shenzhen Stock Exchange. Such investment into the China A-Shares market may be done by us either directly via QFII, Stock Connect RQFII and/ or indirectly through all eligible instruments. Up to 69 % of Subfund assets may be invested via RQFII. Up to 20% of the assets may be invested in other equities of companies incorporated in the People's Republic of China. Up to 30% of Subfund assets may be invested in closed-end-funds listed on said exchanges.

Showing fund performance in Hong Kong View performance globally

Performance

China over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.4%
2017 45.6% 6.6% 11.4% 9.1% 12.5%
2016 -6.5% -11.8% 10.5% 1.6% -5.6%
2015 19.3% 21.5% 9.3% -25.1% 20.1%
2014 40.0% -12.8% 2.0% 9.3% 44.0%
2013 -0.4% 0.6% -8.6% 8.3% 0.1%
2012 10.0% 1.2% 1.2% -3.1% 10.8%
2011 -23.8% -0.3% -3.8% -15.6% -5.9%
2010 1.3% -5.9% -16.1% 17.8% 9.1%
2009 15.3% -6.2% 17.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Hong Kong
  4. Luxembourg
  5. Macau
  6. Singapore

Fund Info

  • Launch date31/03/2009
  • Share Class size96Mn
  • Base currencyUSD
  • ISIN LU0411150922

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.25%
  • Initial investment2.25

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).