Tap into China’s potential

We believe the China opportunity is just too big for investors to ignore – and too important to warrant an insufficient investment.^1,2 Yet given the fast pace of innovation and change in China, investors can benefit from teaming up with the right partner. Get to know some of our most compelling investment strategies that can help you tap China’s potential.

Allianz China A Opportunities strategy

Allianz China A Opportunities is a concentrated portfolio of the most promising domestic China stocks, built by a team focused on active stock selection and a philosophy of growth at a reasonable price.

3 reasons to invest:

China A-shares: too big an opportunity to ignore
The China equity market is the second largest in the world. China A-shares account for approximately 70 %¹ of all China stocks and are an opportunity for foreign Investors who want to tap into China’s long-term growth potential.
Diversification benefits
A-shares build a real picture of the economy, significantly broader and more diversified than that of Hong Kong-listed stocks. China A-shares can be a valuable addition to an investor’s portfolio, offering potential diversification benefits through the market’s low correlation to other major equity markets.
Active management and local expertise
The China A-shares market is dominated by retail investors and is correspondingly inefficient. Active management is required to avoid overly-risky stocks and exploit opportunities. Allianz Global Investors has deep local expertise coupled with a bottom-up fundamental approach and our unique, ‘boots on the ground’ Grassroots® Research.

Summary flyer

Q&A

A performance of a strategy is not guaranteed and losses remain possible. This is illustrative in nature and should not be considered a recommendation to purchase or sell a specific security, strategy or investment product.

Allianz All China Equity strategy

Allianz All China Equity provides investors with unique access to both China’s onshore and offshore markets, employing ‘boots on the ground’ research and local expertise to take advantage of China’s long-term growth opportunity.

3 reasons to invest:

China: too big an opportunity to ignore
The China equity market is the second largest in the world. China A-shares account for approximately 70 %¹ of all China stocks and are an opportunity for foreign Investors who want to tap into China’s long-term growth potential.
Diversified exposure
Our All China strategy approach provides optimal exposure to China’s economy and financial markets in a single portfolio -a more efficient approach than separate A-share / H-share / ADR allocations. The portfolio encompasses between 55-75 stocks equally split between onshore and offshore markets, providing better access to the China macro growth story.
Unbiased investment decisions
Our seasoned co-lead Portfolio Managers and their Team hold local expertise and complementary skillsets across sectors, enabling them to take advantage of the breadth of China’s market and generate alpha ideas.²

Summary flyer

Q&A

A performance of a strategy is not guaranteed and losses remain possible. This is illustrative in nature and should not be considered a recommendation to purchase or sell a specific security, strategy or investment product.

Allianz Renminbi Fixed Income strategy

As part of China’s capital market reforms, its 15.5 trillion US-Dollar¹² bond market, the second largest in the world, is rapidly opening up to international investment. This is ushering in a new decade for China’s onshore RMB bond market and creating an attractive opportunity for global investors looking for yield.

The Allianz Renminbi strategy invests across rates and credit, with a strong quality tilt, to capture both capital appreciation and yield enhancement. Active allocation is key to exploiting pricing inefficiencies across the three different investible markets: onshore CNY, offshore CNH and offshore USD markets.^2,4

3 reasons to invest:

Renminbi, an attractive fixed income investment
Investors can benefit in two ways: first from attractive yields and second from the high quality of RMB bonds. Moreover, RMB bonds offer low volatility together with upside potential as China continues with its easing cycle.⁵
Disciplined investment strategy
Our approach combines global macro views with local market analysis to formulate interest rates and credit strategies for the Renminbi and Asian bond markets.²
Experienced and connected team
AllianzGI has built a strong presence in Asia Pacific over the last 31 years. The portfolio management team has decades of experience covering the Asian markets and deep relationships across the region. The integrated investment platform allows interaction with other teams and the support of analysts around the globe.

Summary flyer

Q&A

A performance of a strategy is not guaranteed and losses remain possible. This is illustrative in nature and should not be considered a recommendation to purchase or sell a specific security, strategy or investment product.

Allianz China A Opportunities strategy

Allianz China A Opportunities is a concentrated portfolio of the most promising domestic China stocks, built by a team focused on active stock selection and a philosophy of growth at a reasonable price.

3 reasons to invest:

China A-shares: too big an opportunity to ignore
The China equity market is the second largest in the world. China A-shares account for approximately 70 %¹¹ of all China stocks and are an opportunity for foreign Investors who want to tap into China’s long-term growth potential.
Diversification benefits
A-shares build a real picture of the economy, significantly broader and more diversified than that of Hong Kong-listed stocks. China A-shares can be a valuable addition to an investor’s portfolio, offering potential diversification benefits through the market’s low correlation to other major equity markets.
Active management and local expertise
The China A-shares market is dominated by retail investors and is correspondingly inefficient. Active management is required to avoid overly-risky stocks and exploit opportunities. Allianz Global Investors has deep local expertise coupled with a bottom-up fundamental approach and our unique, ‘boots on the ground’ Grassroots® Research.

Summary flyer

Q&A

A performance of a strategy is not guaranteed and losses remain possible. This is illustrative in nature and should not be considered a recommendation to purchase or sell a specific security, strategy or investment product.

Allianz All China Equity strategy

All China Equity

Allianz All China Equity provides investors with unique access to both China’s onshore and offshore markets, employing ‘boots on the ground’ research and local expertise to take advantage of China’s long-term growth opportunity.

3 reasons to invest:

China: too big an opportunity to ignore
The China equity market is the second largest in the world. China A-shares account for approximately 70 %¹¹ of all China stocks and are an opportunity for foreign Investors who want to tap into China’s long-term growth potential.
Diversified exposure
Our All China strategy approach provides optimal exposure to China’s economy and financial markets in a single portfolio -a more efficient approach than separate A-share / H-share / ADR allocations. The portfolio encompasses between 55-75 stocks equally split between onshore and offshore markets, providing better access to the China macro growth story.
Unbiased investment decisions
Our seasoned co-lead Portfolio Managers and their Team hold local expertise and complementary skillsets across sectors, enabling them to take advantage of the breadth of China’s market and generate alpha ideas.

Summary flyer

Q&A

A performance of a strategy is not guaranteed and losses remain possible. This is illustrative in nature and should not be considered a recommendation to purchase or sell a specific security, strategy or investment product.

Allianz Renminbi Fixed Income strategy

As part of China’s capital market reforms, its 15.5 trillion US-Dollar¹² bond market, the second largest in the world, is rapidly opening up to international investment. This is ushering in a new decade for China’s onshore RMB bond market and creating an attractive opportunity for global investors looking for yield.

The Allianz Renminbi strategy invests across rates and credit, with a strong quality tilt, to capture both capital appreciation and yield enhancement. Active allocation is key to exploiting pricing inefficiencies across the three different investible markets: onshore CNY, offshore CNH and offshore USD markets.

3 reasons to invest:

Renminbi, an attractive fixed income investment
Investors can benefit in two ways: first from attractive yields and second from the high quality of RMB bonds. Moreover, RMB bonds offer low volatility together with upside potential as China continues with its easing cycle.
Disciplined investment strategy
Our approach combines global macro views with local market analysis to formulate interest rates and credit strategies for the Renminbi and Asian bond markets.
Experienced and connected team
AllianzGI has built a strong presence in Asia Pacific over the last 31 years. The portfolio management team has decades of experience covering the Asian markets and deep relationships across the region. The integrated investment platform allows interaction with other teams and the support of analysts around the globe.

Summary flyer

Q&A

A performance of a strategy is not guaranteed and losses remain possible. This is illustrative in nature and should not be considered a recommendation to purchase or sell a specific security, strategy or investment product.

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¹Shenzhen Stock Exchange, Shanghai Stock Exchange, Hong Kong Stock Exchange, Bloomberg, Allianz Global Investors, as of December 31, 2020. The total figures are for comparison only, the stocks included may be listed in more than one exchange. Offshore China stocks are defined based on companies with ultimate parent domiciled in China. Suspended stocks, investment funds and unit trusts are excluded.
² A performance of the strategy is not guaranteed and losses remain possible.
⁴AsianBondsOnline, 31.12.2020.
⁵ Past performance is not a reliable indicator of future results.

Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. Investing in fixed income instruments may expose investors to various risks, including but not limited to creditworthiness, interest rate, liquidity and restricted flexibility risks. Changes to the economic environment and market conditions may affect these risks, resulting in an adverse effect to the value of the investment. During periods of rising nominal interest rates, the values of fixed income instruments (including short positions with respect to fixed income instruments) are generally expected to decline. Conversely, during periods of declining interest rates, the values of these instruments are generally expected to rise. Liquidity risk may possibly delay or prevent account withdrawals or redemptions. The volatility of fund unit/share prices may be increased or even strongly increased. Past performance is not a reliable indicator of future results. If the currency in which the past performance is displayed differs from the currency of the country in which the investor resides, then the investor should be aware that due to the exchange rate fluctuations the performance shown may be higher or lower if converted into the investor’s local currency. This is for information only and not to be construed as a solicitation or an invitation to make an offer, to conclude a contract, or to buy or sell any securities. The products or securities described herein may not be available for sale in all jurisdictions or to certain categories of investors. This is for distribution only as permitted by applicable law and in particular not available to residents and/or nationals of the USA. The investment opportunities described herein do not take into account the specific investment objectives, financial situation, knowledge, experience or specific needs of any particular person and are not guaranteed. The views and opinions expressed herein, which are subject to change without notice, are those of the issuer companies at the time of publication. The data used is derived from various sources, and assumed to be correct and reliable at the time of publication. The conditions of any underlying offer or contract that may have been, or will be, made or concluded, shall prevail. The duplication, publication, or transmission of the contents, irrespective of the form, is not permitted; except for the case of explicit permission by Allianz Global Investors GmbH.

For investors in Europe (excluding Switzerland)
For a free copy of the sales prospectus, incorporation documents, daily fund prices, key investor information, latest annual and semi-annual financial reports, contact the issuer at the address indicated below or www.allianzgi-regulatory.eu. Austrian investors may also contact the Austrian information agent Allianz Investmentbank AG, Hietzinger Kai 101-105, A-1130 Vienna. Please read these documents, which are solely binding, carefully before investing. This is a marketing communication issued by Allianz Global Investors GmbH, www.allianzgi.com, an investment company with limited liability, incorporated in Germany, with its registered office at Bockenheimer Landstrasse 42-44, 60323 Frankfurt/M, registered with the local court Frankfurt/M under HRB 9340, authorised by Bundesanstalt für Finanzdienstleistungsaufsicht (www.bafin.de). Allianz Global Investors GmbH has established branches in the United Kingdom, France, Italy, Spain, Luxembourg, Sweden, Belgium and the Netherlands. Contact details and information on the local regulation are available here (www.allianzgi.com/Info).

For investors in Switzerland
For a free copy of the sales prospectus, incorporation documents, daily fund prices, key investor information, latest annual and semi-annual financial reports, contact the Swiss funds’ representative and paying agent BNP Paribas Securities Services, Paris, Zurich branch, Selnaustrasse 16, CH-8002 Zürich or the issuer either electronically or by mail at the given address. Please read these documents, which are solely binding, carefully before investing. This is a marketing communication issued by Allianz Global Investors (Schweiz) AG, a 100% subsidiary of Allianz Global Investors GmbH.

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Tap into China’s potential

Allianz China A Opportunities strategy

Allianz All China Equity strategy

Allianz Renminbi Fixed Income strategy

Allianz China A Opportunities strategy

Allianz All China Equity strategy

Allianz Renminbi Fixed Income strategy

Find out first about our latest insights on China

Subscribe to receive our regular newsletter with the latest updates on China and the Chinese equity markets.

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