Featured insight
Momentum in the Making: the China Opportunity
Explore where we see long-term value in China’s evolving market
Strategy overview
Strategy overview
Investment Approach
We seek to combine fundamental research with insights derived from our machine learning alpha model to unlock alpha, while considering sustainability without bias
Investment Opportunity
Diversified allocation to onshore and offshore Chinese equities
Investment Universe
Invests across the full universe of China A shares, B shares, H shares and ADRs
Target Return
Outperform the performance comparison index (net of fees) over a full market cycle
The role the strategy can play in portfolios
All-weather core exposure to Chinese equities
Provides core exposure to Chinese equities through a portfolio that maintains a balanced allocation across growth, quality, value, and momentum styles throughout the market cycle.
Access to the best ideas in both onshore and offshore China
Offers investors access to the broadest opportunity set in onshore and offshore equities to maximise exposure to the best ideas, regardless of market listing.
Long-term risk-adjusted alpha profile
Offers potential for consistent excess returns through focus on bottom-up stock selection without taking excessive risk
Diversification
A differentiated alpha footprint that complements passive or style-based exposures, with low correlation to regional equities, enhancing returns and reducing volatility.
Investment Philosophy
Performance
Trailing Returns
Calendar Year Returns
Portfolio & Holdings
Date as of 28/02/2026
Sector breakdown (%)
Top holdings (%)
Top & bottom sector weightings vs comparative index (%)
Top & bottom stock weightings vs comparative index (%)
Portfolio statistics
Strategy
Index
Financials
15
Consumer Discretionary
14.7
Industrials
13.5
Information Technology
13.2
Communication Services
12.5
Health Care
7.4
Materials
6.9
Consumer Staples
4.7
Energy
3.8
Real Estate
3.5
Other
0.9
Cash
3.9
Based on a related portfolio within the strategy with substantially similar objectives as those of the services being offered. The portfolio may change significantly over a short space of time. This is not a buy, sell or hold recommendation for any particular security. For further information on Indices and Specific Portfolio Names, please reference the sections in https://ninetyone.com/-/media/documents/miscellaneous/91-further-information-en.pdf.
Why Ninety One for All China Equity Strategy
Key facts
Asset Subclass
EM EquityCurrency
USDInception date
01/03/2014
Team
4Factor teamGeographical Focus
Emerging MarketsESG Classification
ESG IntegrationComparative Benchmark
MSCI China All Shares (Net Return) (MSCI All China (Net Return) pre 31/10/2019)
Contact our client service teams.
Risks
Currency Exchange
Changes in the relative values of different currencies may adversely affect the value of investments and any related income.
Emerging Market (inc. China)
These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems.
Equity Investment
The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company.
Foreign Investment
Investing in foreign securities may be subject to risks pertaining to overseas jurisdictions and markets, including (but not limited to) local liquidity, macroeconomic, political, tax, settlement risks and currency fluctuations.
Geographic / Sector
Investments may be primarily concentrated in specific countries, geographical regions and/or industry sectors. This may mean that, in certain market conditions, the value of the portfolio may decrease whilst more broadly-invested portfolios might grow.