BNP AM

The sustainable investor for a changing world

Capitalise on the growth prospects of companies in the “All China” universe

The opportunity set 

The “All-China” universe includes onshore (A-shares) and offshore (Hong, Kong, ADR and Taiwan) markets. Together, they are among the largest markets in the world, yet appear under-represented relative to China’s contribution to the global economy.

China’s markets boast a broad spread of companies and sectors, many of which stand to benefit from long-term structural trends including technology and innovation, consumption upgrading and industry consolidation.

The recent decision of the key global index providers to include more China onshore companies in their indices is also a significant milestone that should support the renminbi and help make the China A-share market more efficient.

Why invest in BNP Paribas China Equity?

STRONG RISK-ADJUSTED RETURN POTENTIAL
DIFFEREN-TiATED APPROACH

LOCAL INVESTMENT TEAM

Diversified sources of alpha, with an emphasis on risk management including rigorous ESG integration

A high-conviction, bottom-up strategy that leverages a growth framework to identify companies with different sources of growth across the “All-China” universe

A locally-based team of experts, dedicated to Chinese equities and able to draw upon unique resources

Team and expertise

BNP Paribas China Equity is managed by an award-wining team, led by David Choa who 16 years of industry experience. He is supported by a team of portfolio managers, analysts and investment specialists in our Hong Kong and Shanghai offices. Together they manage over USD 3 billion in China-focused strategies.

The team benefits from access to our global trading and risk management platform, Sustainability Centre, Quantitative Research Group and Macro Research team that includes a dedicated China economist.

Data as of 31st March 2021

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    DISCLOSURES
    Source: BNPP AM, as of 30 June 2021.
    *The five star rating has been attributed to the I, Capitalisation share class (LU0823426647) as at 30 June 2021 by Morningstar.
    Investments are subject to market fluctuations and the risks inherent in investments in securities. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay, the strategies described being at risk of capital loss. There is no guarantee that the performance objective will be achieved. Past performance or achievement is not indicative of current or future performance.
    Copyright © 2021 Morningstar, Inc. All Rights Reserved. The overall star rating for each fund is based on a weighted average of the number of stars assigned to it in the three-, five-, and 10-year rating periods. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
    Past performance is no guarantee of future results.