Which China Equity Funds Outperformed Their... | Morningstar

Claire Liang, senior manager research analyst at Morningstar, calls the past 12-18 months ‘one of the toughest times for many China equity managers’. “The market environment was hard for managers, especially those with a growth-oriented investment style. Many well-loved, growth sectors such as … See more

5%
OFF

Most China Equity Funds Fail To Beat Their Benchmark | Morningstar

2 weeks from now

Aug 1, 2023 · So far this year, only three out of 29 China equity funds outperformed the MSCI China Index’s 5.5% decline, Morningstar’s data shows. Both with a value-style tilt, Fidelity …

morningstar.hk

5%
OFF

Three Gold-Rated China Funds Hit By Heavy Outflows - Morningstar

2 weeks from now

Dec 7, 2023 · Year to date, the fund slid 10.5%, compared to the China equity category’s 11.7% fall. Both the fund and the category underperformed the index's 5.8% decline.

morningstar.co.uk

43%
OFF

Should I Buy China Funds Again? - Morningstar

2 weeks from now

Oct 16, 2024 · Federated Hermes Asia ex-Japan Equity, which has a Morningstar Medalist Rating of Silver, retained its large overweight in China (43% as of Aug. 31, 2024, versus 25% in the …

morningstar.co.uk

5%
OFF

Which China Equity Funds Outperformed Their... | Morningstar

2 weeks from now

Jun 7, 2022 · So far in 2022 though, none of Hong Kong equity funds made it to the list as all of the 11 funds underperformed the Hang Seng Index, which fell 9.5% year-to-date. Growth …

morningstar.com

FAQs about Which China Equity Funds Outperformed Their... | Morningstar Coupon?

Which China equity funds outperform the MSCI China Index?

So far this year, only three out of 29 China equity funds outperformed the MSCI China Index’s 5.5% decline, Morningstar’s data shows. Both with a value-style tilt, Fidelity China Focus, and BOCIP China Value were the two funds that beat the index in the first half of 2023 as well as the full year of 2022. ...

Are China equity funds a good investment?

China equity funds have struggled in these conditions. But Morningstar analysts maintain a positive view of certain strategies, rating seven with the highest Medalist Rating of Gold. In September 2024, the T.Rowe Price China Evolution Equity Fund and the FSSA All China Fund led the pack of the best performing China Equity funds year-to-date. ...

Which China equity funds have the highest Medalist rating of gold?

But Morningstar analysts maintain a positive view of certain strategies, rating seven with the highest Medalist Rating of Gold. In September 2024, the T.Rowe Price China Evolution Equity Fund and the FSSA All China Fund led the pack of the best performing China Equity funds year-to-date. Data in this article is sourced from Morningstar Direct. ...

Who are the top fund managers in Greater China equity?

Morningstar analysts believe Lo's 30 years of experience make her one of the top fund managers in the Greater China Equity space. The fund has a growth tilt, with a preference for consumer and electric vehicle-related stocks. Lo has also begun to hold positions in oil companies to better navigate China's macroeconomic headwinds. ...

How many Morningstar funds have no exposure to Chinese stocks?

Out of 323 funds in the diversified emerging-markets Morningstar Category that are available in the United States, there are 31 that have no exposure to Chinese stocks, according to Morningstar Direct. Those 31 funds posted an average return of 9.8% for the year to date through Sept. 11, while funds that own Chinese stocks were up 6.3% on average. ...

How did GAM multistock - China Evolution Equity perform in third quarter?

The £38.9 million GAM Multistock - China Evolution Equity rose 17.77% in the third quarter. The gain on the actively managed fund beat the average fund in the China equity category, leaving it in the seventh percentile for performance. The fund beat the benchmark, also the MSCI China Index, by 1.39 percentage points. ...