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CHINA UNIVERSAL HONG KONG SELECTIVE EQUITY FUND
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The fund manager |
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Zilong Liu, Fund Manager
CHINA UNIVERSAL HONG KONG SELECTIVE EQUITY FUND |
Since June 25, 2010 |
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With a Masters of Business degree from University of Cambridge and a Chartered Financial Analyst credential, Zilong Liu has twelve years of overseas financial markets experience. Mr. Liu was a former Fund Manager at Citigroup Asset Management (Hong Kong), where he was responsible for managing a balanced portfolio of $400 million within the Asia-Pacific region. He also served as the Chief Representative of the Shanghai office at HSBC Asset Management (Hong Kong). Currently Mr. Liu is the China Universal Asia Pacific Developed Markets (ex Japan) Selected Fund (QDII) Manager.
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Wang Zhiren, Fund Manager
CHINA UNIVERSAL HONG KONG SELECTIVE EQUITY FUND |
Since June 25, 2010 |
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Product overviews |
Inception Date: | June 25, 2010 |
Fund Category: | Balanced |
Fund Manager: | China Universal Asset Management Co., Ltd. |
Overseas Advisor: | Capital International, Inc. |
Custodian: | Industrial and Commercial Bank of China Ltd. |
Overseas Custodian: | Brown Brothers Harriman & Co. |
Portfolio Manager: | Liu Zilong, Wang Zhiren |
Benchmark: | 60%×MSCI(MSCI Pacific ex Japan Index)+40%×MSCI(MSCI China Index) |
Asset Allocation: |
Equity: 60-95% Bond and money market: 0-40% Cash and cash equivalent≥5%
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