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China’s Structural Growth in Future Technologies
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Alpha Opportunities
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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.
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Source:
1 EV Volumes, as of 30 December 2025;
2 CPIA, as of 30 June 2025;
3 International Federation of Robotics, as of 28 September 2025.
4 Mercator Institute for China Studies (MERICS), as of April 2025;
5 CIC, as of 31 December 2024.
6 WIPO, as of 31 December 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.