Equities

MA ChinaAMC Equity Fund

We have partnered with ChinaAMC – one of China’s largest asset managers – to offer investors access to a portfolio of high-quality Chinese companies with a sustainable competitive advantage set to benefit from China’s new economy.

Complete broad-based China exposure

Access both onshore and offshore listed companies and unparalleled growth opportunities as China transitions to a consumption and innovation-led economy.

Potential for strong long-term returns

Via an actively managed, high conviction portfolio targeting high quality companies with a sustainable competitive advantage.

Actively managed by Beijing-based ChinaAMC

One of China’s largest asset managers and the leading manager of foreign capital into the region² with a proven track record.

Download the Fund flyer

Fund overview

The Fund provides Australian investors broad-based exposure to an actively managed portfolio of stocks in mid to large-cap Chinese companies listed on both onshore (A-Shares) and offshore markets.

The Fund aims to deliver investors strong long-term returns by targeting companies with a sustainable competitive advantage set to benefit from China’s new economy.

Combining ChinaAMC’s unique on-the-ground insights and local expertise with MA Financial’s experience in China and responsibility and accountability for the Fund provides investors opportunities to maximise growth potential in the region.

Fund video

Watch this short video to hear Investment Specialist, Christopher Ching, introduce the Fund, explain why we chose to partner with ChinaAMC and what he thinks makes Chinese equities a compelling investment.

Fund facts

Target return

To outperform the MSCI China All Shares Total Return in Australian Dollars (Benchmark)¹

Minimum initial investment

$100,000

Eligibility

Wholesale investors

Management fee

1.2% p.a. excluding GST

Performance fee

15.0% p.a. of the performance exceeding the Benchmark, subject to a high-water mark

Platform availability

Macquarie Wrap

Let’s talk

For more information and to arrange a discussion, please contact us.

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Disclaimers

Net of fees and costs. Refer to the Fund's Information Memorandum for further information on target returns and Fund details.
ChinaAMC and Asset Management Association of China.

MAAM RE Limited ABN 34 135 855 186, AFSL 335783 is the trustee (Trustee) of the MA ChinaAMC Equity Fund (Fund) and has appointed MA Investment Management Pty Ltd ACN 621 552 896 (MAIM) as the appointed fund manager and China Asset Management Co., Ltd. as the appointed investment manager of the Fund (Manager).

The Trustee has prepared this material for wholesale investors as defined under section 761G of the Corporations Act 2001 (Cth). While every effort has been made to ensure that the information in this material is accurate, its accuracy, reliability or completeness is not guaranteed. Statements contained in this material that are not historical facts are based on current expectations, estimates, projections, opinions and beliefs of the Trustee. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Further, the views expressed in this material, which are subject to change, are solely the views of the Trustee. These views may not necessarily reflect the views of any other MA Financial Group entity. While reasonable care has been taken preparing this material, and all information provided in this material has been provided in good faith and has been obtained or derived from sources believed to be reliable, neither the Trustee nor any of its affiliates, nor any of their respective officers, employees, advisors or agents makes or gives any representation, warranty or guarantee, whether expressed or implied, that the information contained in this material has been audited or independently verified, or is complete, accurate or reliable, or accepts any responsibility arising in any way (including by reason of negligence) for errors or omissions. Opinions contained herein may be subject to change without notice and do not constitute investment advice or recommendation.

Past performance is not an indicator of future financial performance. This material does not take into account an investor’s investment objectives, particular needs or financial situation and does not constitute financial advice. Investors should read the Information Memorandum applicable for the Fund before making any investment decisions and consider obtaining professional investment advice tailored to their specific circumstances before making any investment decision. Any investment in the Fund will be solely on the basis of the Information Memorandum (as updated and amended from time to time). The Trustee nor any of its related body corporates, guarantee the performance or any rate of return of the Fund. To the extent permitted by law, no warranties, representations or guarantees are given and all loss or damage as a result of this information is expressly excluded.

This material is being issued on a confidential basis and no part of this material may be reproduced or disclosed, in whole or in part without the prior written consent of the Trustee. Offers of interests in the Fund are contained in the Information Memorandum which is available by contacting the MA Client Service Team at MAclientservices@mafinancial.com or on +61 2 8288 5594.