China is the engine in the Asian economy, and delivers impressive growth. Simplicity Kina is an equity fund that invests solely in equities geographically linked to China. 

In 2010 China surpassed Japan and became the world’s second largest economy after the United States. A decade has passed since then, and with continued stable growth, China is well on its way to becoming the world’s largest economy. GDP is projected to grow by seven percent annually in the next few years. Although this is a lower growth rate compared to the first decade of the twentieth century, the growth rate is still impressive. China has also begun a journey towards becoming a mature economy with a calmer but more durable expansion phase. The economy has shifted its focus from manufacturing and investment to a focus on domestic consumption and a growing service sector linked to development and manufacturing sectors of high-tech solutions. With a continually growing middle class and a GDP per capita which is at low levels compared to the western world, there is still much room for continued growth. All the shares Simplicity Kina invests in are related to companies whose main business operations are in China. The shares are primarily listed on the Hong Kong stock exchange.

Simplicity’s funds exclude companies that exploit fossil fuels. Responsible and sustainable investments are an integral part of Simplicity and we have therefore signed the UN-supported guidelines PRI. None of Simplicity’s funds invest in companies that sell cluster munition, anti-personnel mines, chemical and biological weapons, or nuclear weapons. All funds also exclude companies whose operations are more than 5% attributable to alcohol, tobacco, commercial gambling, pornography, weapons or military equipment. For more information about our sustainability work, please visit our responsible investments page.

Fund facts

  • 2010.10.29
  • 1,90%
  • 100 SEK
  • 639-1106
  • 08:00 CET

Risk information

  • 0
    1
    2
    3
    4
    5
    6
    7
  • High (6)
  • 11,88%
  • 0,52

Past performance is no guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not certain that you will get back the full amount invested. The fund's value can fluctuate significantly due to its composition and fund management methods used by the Fund Management Company.

Performance of the fund

Return

  • 0.07%
  • 0.86%
  • -2.97%
  • -2.36%
  • 7.94 %
  • 5.10 %
  • 14.49 %
  • 53.90%
  • 7.93%

Holdings and distribution

Industry distribution

  • 23.6%
  • 21.1%
  • 10.6%
  • 9.6%
  • 8.3%
  • 6.8%
  • 6.4%
  • 3.4%
  • 3.1%
  • 2.5%

10 largest holdings

  • 4.4%
  • 3.7%
  • 3.6%
  • 3.5%
  • 3.4%
  • 3.4%
  • 3.4%
  • 3.3%
  • 3.1%
  • 3.1%

Geographical distribution

  • 68.9%
  • 22.8%
  • 3.6%
Copyright Simplicity AB 2017