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Newsletter

Trendscout news issue 20 - Chinese equities attract the most attention within Asian markets

May 25, 2018

Chinese equities attract the most attention within Asian markets

The upcoming partial inclusion of A-shares in the MSCI indices may fuel demand for Chinese equity funds.

Compared to their counterparts in other Asian markets, interest in Chinese equity funds held up very well in recent weeks while Indian equity funds continue to suffer most. Further inflows are expected as MSCI will add around 230 mainland traded big-caps to its emerging market benchmark in a two-step process in June and September.

Three funds stand out with a particularly big increase in interest: Only launched in October, the Blackrock China A-Share Opportunities Fund already has the second highest interest within the peer group, only beaten by the UBS China Opportunity Fund. This demand for the Blackrock fund originated primarily from investors in Switzerland serviced by Global Financial Institutions, followed by investors in Singapore. Demand for the Xtrackers MSCI China has predominantely been driven out of Germany, Austria and Italy. Hong Kong domiciled Schroder China Equity Alpha Fund raised the most interest amongst clients of Global Financial Institutions based in Hong Kong as well as in Singapore.

Document downloads for the most popular Chinese equity funds as a percent of all downloads for this peer group over 1 year within European and Asian sales channels.

Other Trendscout highlights

  • Renewed interest in Eurozone government bond ETFs.
  • Capital Group New Perspective fund sees strong demand, particularly from Spain and Hong Kong.
  • AXA Framlington Digital Economy has become a top 10 fund in terms of interest within just a few months.

Categories gaining attention

  • Bond EUR Short and Mid Term
  • Equity Sector Technology
  • Liquid Alternatives – Multi Strategy

Categories losing attention

  • Equity Germany
  • Equity World Emerging Markets
  • Equity Asia ex Japan

Funds gaining attention

  • Carmignac Sécurité
  • Old Mutual Gl. Equity Abs. Return Fund
  • Chiron Global Opportunities Fund
  • BlackRock - Fixed Income Strategies
  • Goldman Sachs - Emerging Markets Debt Portfolio

About Trendscout

Trendscout by fundinfo is a service to measure investor’s interest in funds based on online views of our 25+ million fund documents database. Trendscout tracks overall trends in downloads of fund factsheets, KIIDs and other legal documents but can also identify the source of interest in funds based on investor domicile or sales channel.

Please contact us if you would like to have access to Trendscout Fund Reports providing insights on trends in demand for any fund and its major peers globally as well as regionally.