How Did China Allocation Funds Fare?

The category faced a dual crash of China stock and bond markets in 2021.

Kate Lin, CAIA 17 November, 2021 | 15:12
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Traditionally, multi-asset funds come with many positives – a cross-asset investable universe, diversification, (for most funds) dynamic adjustments in the stock-bond mix, and dividend potential. Most of these advantages leverage a considerably broad investment universe.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Da Cheng China Balanced A (USD)15.73 USD0.07Rating
HSBC China Multi-Asset Income AM USD11.52 USD-0.22Rating
JPMorgan China Income (acc) - USD19.65 USD-0.30Rating
Schroder China Asset Inc USD A Acc15.53 USD-0.14Rating
UBS (Lux) KSS CHN Allc Opp $ HKD P-6%816.13 HKD-0.80Rating

About Author

Kate Lin, CAIA

Kate Lin, CAIA  is a Data Journalist for Morningstar Asia, and is based in Hong Kong

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