MoneyAM Fund Centre

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Fund Objective

The Allianz China A-Shares Equity Fund aims to generate long term capital growth through investment in the Chinese A-Share equity markets of the PRC by aiming to outperform the Target Benchmark, the MSCI China A Onshore Total Return (Net) GBP over a rolling 5 year period. The Fund will invest in equities and securities equivalent to equities of Chinese Companies. At least 70% of the Fund's assets shall be invested in Chinese A-Shares directly via Stock Connect or RQFII. In addition, up to 5% of the Fund’s assets may be invested in index certificates and certain other certificates/warrants etc. on Chinese companies. Up to 20% of the Fund’s assets may be invested in securities/instruments of PRC markets which are not Chinese A-Shares e.g. China B and China H Shares listed in Hong Kong. Up to 10% of the Fund's assets may be invested in securities/instruments where the issuer is located outside the PRC in developed and emerging markets countries. The Fund may utilise deposits and money market instruments and their value, together with money market funds, may make up to a maximum of 10% of the Fund’s assets. The Fund may also invest up to a maximum of 10% of its assets in collective investment schemes. From time to time the Fund may invest in securities/instruments offered within the scope of IPOs.

Fund Managers

Chao-Yang Chung

Sunny joined the firm in 2006 based in Taiwan and subsequently moved to Hong Kong in 2015. He is a senior Portfolio Manager and co-lead manager of the China A-Shares strategy. In Taiwan he last held the position of Head of Domestic Equity Investment, responsible for overseeing the Taiwan equities team. Sunny has 23 years of experience in investment related roles and was the portfolio manager of the Allianz Global Investors’ Taiwan Equity Fund for over eight years. The fund was awarded the Best Taiwan Fund by Smart Magazine / Lipper for three consecutive years from 2013 to 2015, and the Morningstar / Taiwan Golden Award for two consecutive years from 2014 to 2015. Prior to Allianz Global Investors Taiwan, he was a portfolio manager with KGI Asset Management in Taiwan. Sunny received his MBA from Tamkang University as well as a bachelor’s degree in Math from National Central University, Taiwan.

Sui Ki Anthony Wong

Anthony joined the firm in 2012 as Portfolio Manager and is currently the co-lead manager for the China A-Shares equity portfolios. Prior to joining the Group, Anthony worked as a Director, Portfolio Manager at Bank Julius Baer where he was responsible for managing the Julius Baer China Fund, a QFII classified mutual fund that invests in China-listed A-shares and Hong Kong listed H-shares. Anthony had also worked at Yinhua Fund Management, Shenzhen as Deputy Head of Foreign Investment, where he managed the Hong Kong equity sub-portfolio of Yinhua QDII Global Core Equity Fund, and formulated the investment strategies for the Hong Kong equity market. Anthony’s working experience in the fund management industry started in 2002. Anthony is a CFA charterholder and holds a Master of Science in Finance from the London Business School, a Master of Business Administration from the Hong Kong University of Science and Technology and a Bachelor of Business Administration from the Chinese University of Hong Kong.