LU1781817850
BlackRock BGF Systematic China A-Share Opportunities Fund SGD-Hedged

  • Equities
  • China
  • SGD Cash, SRS
  • Accumulating
Invest with
SGD Cash, SRS
Payout type
Accumulating
Risk rating
6
About this fund
Description
The Systematic China A-Share Opportunities Fund seeks to maximise total return. The Fund invests at least 70% of its total assets in a portfolio of equity securities of companies domiciled in, or exercising the predominant part of their activity in t...
Key information
Annual report
Product Highlight Sheet
Prospectus
Information Memorandum
Factsheet
Our perspective
Why we think this fund is best-in-class
product
Product
Utilising technology to systematically uncover alpha opportunities in the China A-Share market by leveraging traditional financial data as well as alternative data setsTargeting a beta of 1 and tracking error of 3-5%, the portfolio is style agnostic and aims to deliver all-weather type of returns via exposure to 150-400 onshore listed companies.
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people
People
Managed by BlackRock Systematic Active (SAE)’s China team with Rui Zhao as the lead portfolio manager Leverages upon the broader SAE platform which boasts more than three decades of innovation in quantitative investing and over 90 dedicated investment professionals drawn from diverse backgrounds with expertise at tech firms, NASA, academia and more.
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performance
Performance
Consistent outperformance versus it’s reference benchmark over 1, 3, and 5 year periods (as of end September 2024)
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process
Process
Employing advanced machine learning techniques, the Fund incorporates a blend of bottom up stock selection insights (Fundamental and Sentiment) and broader top-down thematic insights (Macro Themes) to generate alpha forecasts. The Portfolio is then optimised based on return, risk and trading costs.The Fund’s utilisation of alternative data such as mobile app, consumer data and more to assess market sentiment is advantageous given the nature of the A-share market; retail dominated and consequently, often sentiment driven.
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cost
Cost
Access to the clean share class to achieve the lowest possible cost. How it fits in my portfolio Investors who seek diversified exposure to the A-share market via a systematic approach will find the Fund to be of interest.The Fund’s style agnostic profile makes it a suitable complement to other A-share managers with strong skews in their style profiles to either value or growth.Investors should be cognizant of the inherent volatility associated with EM investments and the geographical concentration risks of single country funds.
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selectionCriteria
How it fits in a portfolio
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Invest in this fund
Performance
Shows the total return of this accumulating fund, which includes dividends reinvested.
Total returns
All Time
13.20%
YTD
16.70%
1 month
10.01%
6 month
14.69%
1 year
32.86%
3 year
4.82%
5 year
-9.00%
As of Aug 2025
Distributions
This is an accumulating fund, so dividends are re-invested at the fund level.
Risk metrics
Max drawdown
-46.00%As of Aug 2025
Volatility
22.04%As of Aug 2025
Calendar returns
YearTotalJanFebMarAprMayJunJulAugSepOctNovDec
2025-0.0%1.8%0.2%-5.4%2.7%3.3%3.6%10.0%----
202413.3%-6.9%10.8%-2.3%5.8%-1.5%-2.9%-1.0%-1.4%22.3%-5.2%-2.3%0.5%
2023-15.2%9.9%-4.2%0.4%-2.1%-8.6%0.5%5.4%-8.6%-1.6%-5.5%0.7%-1.2%
2022-28.0%-7.9%0.9%-7.5%-10.8%3.2%9.4%-6.8%-4.5%-10.1%-8.9%12.9%1.1%
20210.1%4.6%-1.6%-6.0%4.4%4.4%-0.9%-5.2%-1.2%0.4%1.5%0.3%0.2%
Top Exposures
Contemporary Amperex Technology Co Ltd Class A4.26%
China Merchants Bank Co Ltd Class A4.18%
Ping An Insurance (Group) Co. of China Ltd Class A3.40%
Wuliangye Yibin Co Ltd Class A2.87%
BYD Co Ltd Class A2.81%
Gree Electric Appliances Inc of Zhuhai Class A2.76%
BOE Technology Group Co Ltd Class A2.48%
Huatai Securities Co Ltd Class A2.47%
ZTE Corp Class A2.41%
Ping An Bank Co Ltd Class A2.39%
Top exposures represent up to 15 of the fund's largest exposures for each category. Allocation percentages may not sum up to 100% and can include negative values due to rounding or trading activities by the underlying fund managers, including short positions.
Fund fees
1.82%1.45% p.a.
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Fund facts
ISIN
LU1781817850
Fund house
Blackrock
Fund size
S$815M
As of 31 Jul 2025
Fund inception date
28 Feb 2018
Fund class currency
SGD
Fund share class
Class A2 SGD-H
Oldest share class ISIN
LU1580142542
Oldest share inception date
26 Oct 2017
Pricing frequency
Daily

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