UBS China A Opportunity Fund(LU0971614614)
- Equities
- China
- USD Cash
- Accumulating
The Fund invests principally in Chinese firms and the majority of net assets are invested in China A Shares.
Quality-titled concentrated A-shares portfolio that seeks to identify existing and upcoming leaders in key secular growth sectors The Fund's unconstrained approach allows for outsized bets in strategically important industries, providing the potential for strong market gains. While primarily A-shares focused, the Fund may opportunistically invest in offshore Chinese equities where attractive.
Led by Bin Shi, Head of China equities at UBS with over three decades of experience and co-managed by Deputy Portfolio Manager Morris Wu. The strategy is supported by a dedicated team of China specialists, primarily based in China and Hong Kong, alongside the broader Asian equity investment team.
The fund aims to outperform the MSCI China A Onshore Index by 5% per annum over a 3 to 5 years market cycle. Long track record of managing onshore and offshore China equities going back 20 years. The fund has outperformed the MSCI China A Onshore Index over a 10 year period and since inception basis.
Bottom up fundamental research process that emphasises selecting 20-60 high quality companies with strong industry positioning, solid profitability and management quality. Portfolio construction caps individual stock contributions to 10% of tracking error and limits offshore China exposure to a maximum of 20%, while sector exposure remains unconstrained.
Endowus offers retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
Investors seeking a high conviction portfolio of Chinese quality companies listed onshore can consider the Fund as a satellite allocation to complement other existing equity funds. Investors should remain mindful that the Fund is a concentrated regional equity strategy and will likely experience periods of heightened volatility and make sure their portfolio remains geographically diversified in most cases.
Daily data. Returns as of 17 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 0.5% | 0.9% | -5.6% | 7.4% | -0.7% | 2.0% | -2.4% | -0.2% | - | - | - | - |
| 2025 | 14.6% | -1.6% | 0.8% | 3.5% | -1.6% | 3.8% | -0.7% | 2.4% | 6.0% | 3.4% | -2.6% | -0.7% | 1.4% |
| 2024 | 8.3% | -5.1% | 6.3% | -0.3% | 4.3% | -2.0% | -4.1% | -1.3% | 0.8% | 18.9% | -6.9% | -1.9% | 1.7% |
| 2023 | -13.9% | 10.5% | -5.8% | -1.8% | -1.0% | -8.7% | 0.8% | 7.5% | -7.5% | -1.3% | -2.4% | 0.9% | -4.3% |
| 2022 | -28.9% | -8.0% | -1.2% | -8.8% | -7.0% | -0.2% | 7.9% | -9.4% | -2.1% | -8.8% | -14.4% | 16.1% | 6.7% |
| Load more | 5 of 14 | ||||||||||||
| Fuyao Glass Industry Group Co Ltd Class A | 9.70% |
| Contemporary Amperex Technology Co Ltd Class A | 9.69% |
| Kweichow Moutai Co Ltd Class A | 8.85% |
| NAURA Technology Group Co Ltd Class A | 7.32% |
| Ping An Insurance (Group) Co. of China Ltd Class A | 4.76% |
| Luxshare Precision Industry Co Ltd Class A | 4.50% |
| China Merchants Bank Co Ltd Class A | 4.44% |
| Zhejiang Hailiang Co Ltd Class A | 4.38% |
| Montage Technology Co Ltd Ordinary Shares - Class H | 4.38% |
| Angel Yeast Co Ltd Class A | 4.06% |
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