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Manulife Shariah China Equity Fund 

China’s economic opportunities post-pandemic

Shariah-compliant investment opportunities in China

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Interconnected investment opportunities

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‘New infrastructure’ to be technology dominated

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Explore the Shariah-compliant investment opportunities in China

 
  • The Manulife Shariah China Equity Fund provides direct access to China offshore and China A onshore investment opportunities. Structural growth areas such as consumer, technology, automation and new materials are better represented in the China A-shares market, while e-commerce, internet and healthcare are better represented in offshore markets.
  • The FTSE Shariah China Index offers a universe of more than 550 stocks across multiple sectors and various share types.

 

FTSE Shariah China Index - Opportunities set by number of stocks and by index weight

FTSE Shariah China Index - Opportunities set by number of stocks and by index weight Source: Factset, FTSE Bloomberg, as of March 2021.

Interconnected investment opportunities from industrial upgrade and localisation of high-end supply chain

 
  • China strives to move up the value chain and localise high-value adding manufacturing processes.
  • Numerous opportunities from upstream equipment to downstream products can be identified.

 

Tech supply chain
  • Upstream localisation
  • Foundry upgrade
5G
  • Handset & IoT
  • Components
  • Data traffic
Industrial automation
  • Robotics
  • Artificial intelligence
Electric vehicles
  • Battery
  • OEM / ODM / Brands
  • Autonomous driving

For illustrative purposes only. Not an exclusive list for investment opportunities. Source: Manulife Investment Management, July 2021.

 

‘New infrastructure’ to be technology dominated

 

  • Shift from quantity to quality, from hardware to connectivity.
  • China will direct fixed asset investment growths from old infrastructure to new infrastructure, which aims to bring productivity gains and automation upgrade in the medium-term.

 

New infrastructure capex 2019-2021E CAGR (%)

Shift from quantity to quality, from hardware to connectivity. China will direct fixed asset investment growths from old infrastructure to new infrastructure, which aims to bring productivity gains and automation upgrade in the medium-term.

CAGR: Compound annual growth rate

Source: Goldman Sachs Investment Research, IBES, as of April 2020.

The above information may contain projections or other forward-looking statements regarding future events, targets, management discipline or other expectations. There is no assurance that such events will occur, and the future course may be significantly different from that shown here.

 

Contact your unit trust adviser or call our Customer Service at 03-2719 9271 for more information.

 

 

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