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
Facebook Twitter LinkedIn



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.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Member.

Register For Free
Facebook Twitter LinkedIn

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

© Copyright 2021 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy