1
China’s Structural Growth in Future Technologies
2
Alpha Opportunities
3
Differentiated Portfolio
Tap into China’s accelerating innovation across AI, EVs, robotics, biotech, advanced manufacturing and more — sectors where China already leads globally in areas such as EV sales, industrial robots and AI patents.
• Structural drivers behind China’s rapid rise in technology and innovation
Government support
Abundant talent
Cost efficiencies
Scale effect
Rapid commercialisation
Advanced infrastructure
• Identifying companies with high and/or increasing levels of R&D as indicators of strong innovation capabilities
The Fund invests across both onshore and offshore markets with an all-cap approach and meaningful exposure to mid- and small-cap innovators. This approach has the potential to complement more benchmark-aware China products in investor’s portfolios.
Find out more
|
Document
|
Date
|
Actions
|
|---|---|---|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Source:
1 WIPO, as of 31 December 2025;
2 EV Volumes, as of 30 December 2025;
3 CIC, as of 31 December 2024.
4 Xpert.digital as at 29 March 2026;
5 LightCounting as of 2026;
6 IEA, as of 13 February 2026.
7 Mercator Institute for China Studies (MERICS), as of April 2025.
The information above is provided for illustrative purposes only, it should not be considered a recommendation to purchase or sell any particular security or strategy or an investment advice.