Chinese equity funds undergo maturity testing in the experimental setting.

Three prominent investment funds, Fidelity China Innovation, Goldman Sachs All China Equity Portfolio, and Schroder All China Equity, have recently passed a test on our website, showcasing their robust performance and strong potential for investors.

The test results, published in June 2021, revealed that all three funds have received a Morningstar rating of four or five stars, indicating their outstanding performance in the market. Moreover, Fidelity China Innovation and Goldman Sachs All China Equity Portfolio exceeded the 100 million euros volume mark during the same month.

Focus on Innovation and Growth

These funds focus on innovative Chinese companies that are at the forefront of technological innovations, lifestyle, and environmental technology. Fidelity China Innovation, for instance, comprises 51 percent technology subcategories, with the remainder dedicated to environmentally-focused companies. Lifestyle accounts for 40 percent of the subcategories in this fund.

The portfolios of Fidelity, Goldman Sachs, and Schroders are individually selected based on company and industry data using the bottom-up principle. This approach ensures that each fund is tailored to the specific needs and opportunities within the Chinese market.

Diverse Portfolios

Fidelity China Innovation contains between 40 and 60 stocks, while Schroder All China Equity portfolio contains 30 to 60 stocks. Goldman Sachs All China Equity Portfolio, on the other hand, holds 50 to 70 stocks.

The specific Chinese companies held in the Fidelity fund managed by the China Opportunities team are not listed in the available search results. However, trend topics in Fidelity China Innovation include cloud technology, robots, smart cities, blockchains, self-driving cars, renewable energies, and meat substitutes.

Notable Positions

In the Chinese stock funds of Tencent and Alibaba, Meituan ranks at positions 1 and 2 in all three funds. Interestingly, Li Ning holds the same position in a competing product from Schroders.

It's worth noting that Schroder All China Equity turned three years old in June 2021 and has assets over 100 million euros. However, Schroder All China Equity is not included in the FWW database, which may limit its visibility for some investors.

In conclusion, these three funds offer a diverse and innovative approach to investing in the Chinese market. Their focus on technological innovation, lifestyle, and environmental technology positions them well for the future, making them attractive options for investors seeking growth opportunities in this dynamic market.