Why am I so pleased that the fund is registered in the Netherlands? Dutch investors can now invest directly in China and its neighbouring countries, a region which accounts for the biggest economic growth market. Potential short-term trade war related blips aside, with domestic demand so strong, China is expected to surpass the US as the largest economy by 2030. The aim of the fund is to invest in the Champions of the region - specifically into sectors like mobility, pharma, agriculture, robotics and information technology. Sectors like coal, steel, textiles or government owned enterprises are ignored. What makes the fund so unique is its ability (as a UCITS fund) to be able to invest in all Chinese share classes.
With our research partners Dr Ingo Beyer von Morgenstern, Dr Stefan Albrecht and their respective local “on the ground” team in Shanghai, the team has the local knowledge essential to invest in this region. Dr Beyer von Morgenstern and Dr Albrecht have both worked at McKinsey for over 30 years, with many of these years spent working in China. In addition to that, both are honorary professors at China’s elite Tsinghua University.
To learn more about the fund, you can watch the recent interview with Dr Ingo Beyer von Morgenstern on How to invest in China?
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