China Equity Fund

Broad and diversified exposure to Chinese companies – both onshore and offshore.

Why Chinese equities?

Chinese equities offer investors access to a fast-growing economy which has, historically, been under owned in emerging markets and global benchmarks (and many emerging market managers). The low correlation of Chinese equities with other equity markets makes them an attractive and useful diversifier.

Why Russell Investments?

The Fund provides diversified exposure across sectors, investment styles and individual stocks, including both onshore and offshore listings. Our local presence allows us to rapidly identify new, promising managers, as well as maintain strong oversight.

Investor benefits


Expertise and focus

  • A team of specialist managers and customised strategies
  • Gains defensive, large cap value exposure across Pan China

Manager research

  • Access to evidence-based manager research
  • Rigorous oversight to facilitate an objective approach

Asset allocation and factor exposure

  • Ensures each portfolio adapts to evolving situations
  • Built-in risk management, based on a reasonable cost structure

Request a meeting

If you would like to discuss anything further or to arrange a meeting, please do not hesitate to contact us.

 

Any opinion expressed is that of Russell Investments, is not a statement of fact, is subject to change and does not constitute investment advice.

The value of investments and the income from them can fall as well as rise and is not guaranteed. You may not get back the amount originally invested. Any forecast, projection or target is indicative only and not guaranteed in any way. Any past performance figures are not necessarily a guide to future performance.

There are no assurances that the investment goals and objectives stated in this material will be met.

Potential investors in emerging markets should be aware that investment in these markets can involve a higher degree of risk.

Please remember that all investments do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

The value of the fund’s assets may be affected by uncertainties such as international political developments, changes in government policies and other developments in laws and regulations. Furthermore, the legal infrastructure, accounting, auditing and reporting standards may not provide the degree of investor protection or transparency associated with investment in major securities markets.

The base currency of the fund is denominated in USD, while its investments and any income it derives from such investments are denominated primarily in RMB. RMB is not a freely convertible currency and is subject to exchange controls and restrictions. As a result, investments in the fund are exposed to foreign exchange transaction costs and fluctuations between USD and RMB. There can be no assurance that the RMB will not be subject to devaluation or revaluation.

The fund intends to invest in China A-Shares through the RQFII quota of the Manager or via the Shenzhen-Hong Kong Stock Connect and Shanghai-Hong Kong Stock Connect (“Stock Connect”) and may be subject to specific risks, including but not limited to, custodial risk, settlement risk, regulatory risk and risks associated with the Manager’s RQFII status. In addition, both RQFII and Stock Connect are relatively new and there may be uncertainty in implementation and such policy and rules are subject to change. All these may adversely impact the fund.