Julius Baer has launched its $100m China Fund giving its private
banking clients direct access to the country’s A-share market and
the ability to capitalise on its 12th five-year
plan.
Julius Baer was granted a $100m quota in May
under its existing Qualified Foreign Institutional Investor (QFII)
licence by the State Administration of Foreign Exchange (SAFE).
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Capitalising on China’s maturing
economy
According to Julius Baer’s head of research
for Asia Mark Matthews, the China Fund is most likely to invest in
subsidised housing through building materials stocks; insurance
through insurance companies stocks; and the larger wallet through
consumer stocks.
These themes are core areas for reform
announced by the Chinese government in its 12th Five
Year Plan (2011-2015).
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By GlobalData“China’s economic growth remains above-trend
and retains strong fundamentals, representing a key driver of
global economic growth, despite recent tightening measures,” said
Kenneth Ho, Julius Baer’s head of products for Asia Pacific.
He also added that the bank anticipates
further appreciation of the Chinese currency this year.
Julius Baer also reiterated its plan to open a
new representative office in Shanghai this year.
