�U�(j iShares MSCI China ETF ($) The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Our monthly Global Equity Observer shares our thoughts on world events as seen through the lens of our high quality investment process. The inception date reflects the inception date of the Private Fund. The WAL calculation utilizes a security's stated final maturity date or, when relevant, the date of the next demand feature when the fund may receive payment of principal and interest (such as a put feature). *1 J�� "6DTpDQ��2(���C��"��Q��D�qp�Id�߼y�͛��~k����g�}ֺ ����LX ��X��ň��g`� l �p��B�F�|،l���� ��*�?�� ����Y"1 P������\�8=W�%�Oɘ�4M�0J�"Y�2V�s�,[|��e9�2��s��e���'�9���`���2�&c�tI�@�o�|N6 (��.�sSdl-c�(2�-�y �H�_��/X������Z.$��&\S�������M���07�#�1ؙY�r f��Yym�";�8980m-m�(�]����v�^��D���W~� ��e����mi ]�P����`/ ���u}q�|^R��,g+���\K�k)/����C_|�R����ax�8�t1C^7nfz�D����p�柇��u�$��/�ED˦L L��[���B�@�������ٹ����ЖX�! The repurchase information only represents shares repurchased as part of a share repurchase program and does not account for any shares repurchased through a tender offer. Accordingly, WAL reflects how a portfolio would react to deteriorating credit (widening spreads) or tightening liquidity conditions. We believe an integrated process offers the most effective approach given the return and risk potential of this asset class. The MSCI China A Onshore IMI Index includes China A shares listed on the Shanghai and Shenzhen Stock Exchanges1. MSCI’s decision to include A-shares in several of its indices in June 2018 is a crucial milestone in the development of China’s onshore capital markets. 1 For details on the MSCI China A Onshore IMI Index, please refer to the Global Investable Market Indexes Methodology (Available on … /Keywords (MSCI China A Index fact sheet, MSCI China A Index, MSCI Domestic China Index) By looking to a portfolio's interest rate reset schedule in lieu of final maturity dates, the WAM measure effectively captures a fund's exposure to interest rate movements and the potential price impact resulting from interest rate movements. Please keep in mind that high double-digit returns are highly unusual and cannot be sustained. >> Global equities is represented by the MSCI All Country World Index. Illiquid securities may be more difficult to sell and value than public traded securities (liquidity risk). MSCI China A Onshore Index: it reflects large and mid-cap representation across China securities listed on the Shanghai and Shenzhen stock exchanges, which additionally covers B-shares in contrast with China A International Index. Fund information and Portfolio Composition are provided for informational purposes only, and should not be deemed as a recommendation to buy or sell any security or securities in the sectors and countries presented. markets, shaped by our “Rules of the Road” As such, we utilize an integrated investment process that considers dynamics, valuation and sentiment from both top-down macroeconomic and bottom-up stock perspectives. �@���R�t C���X��CP�%CBH@�R����f�[�(t� C��Qh�z#0 ��Z�l�`O8�����28.����p|�O×�X As a result, A shares have a 12.1% weighting in the MSCI China Index and a 4.1% weighting in the MSCI Emerging Markets Indexes. In general, equities securities’ values also fluctuate in response to activities specific to a company. 4 0 obj Andrew Walsh, Head of ETF & Passive Specialists – UK & Ireland, UBS Asset Management, … The Net Asset Value (NAV) per share is determined by dividing the value of the fund's portfolio securities, cash and other assets, less all liabilities, by the total number of common shares outstanding. The investment team manages the Portfolio relative to this Blended Index. The Fund aims to maximise the return on your investment through a combination of capital growth and income on the Fund's assets. endobj Total return assumes an investment at the beginning of the period, reinvestment of all distributions for the period in accordance with the fund's dividend reinvestment plan, and sale of all shares at the end of the period. Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline and that the value of portfolio shares may therefore be less than what you paid for them. S&P's credit ratings express its opinion about the ability and willingness of an issuer to meet its financial obligations in full and on time. We believe the key to investing in the China 'A' universe is to combine top-down macroeconomic analysis with a bottom-up fundamental security analysis. "NR" or "Not Rated" indicates that no rating has been requested, that there is insufficient information on which to base a rating, or that S&P does not rate a particular obligation as a matter of policy. These waivers and/or reimbursements will continue for at least one year from the date of the applicable fund’s current prospectus (unless otherwise noted in the applicable prospectus) or until such time as the fund's Board of Directors /Trustees acts to discontinue all or a portion of such waivers and/or reimbursements. 11/30/2020, As of /Author (MSCI Inc. - www.msci.com) Gross exposure % calculated as [(MV of long cash security and derivative positions)+(absolute value of MV in short derivative positions)]/(portfolio MV). The growth investment style characteristics. CUMULATIVE PERFORMANCE (%) 3 mths 6 mths YTD 1 Year 2 Years 3 Years 5 Years Since Launch Share Class 4.10 40.97 33.43 44.85 82.18 43.68 N/A 42.10 The common share market price is the price the market is willing to pay for shares of the trust at a given time. Morgan Stanley Distribution, Inc. (%). The three largest additions to the MSCI China A Onshore Index will be Yihai Kerry Arawana A, Great Wall Motor A and Montage Tech A. portfolio liquidity) of events. calculations of how the index might have performed over that time period had the index existed). 12/18/2020. Investors should also be aware that these returns were primarily achieved during favorable market conditions. The MSCI China A Onshore Investable Market Index (IMI) Information Technology captures large, mid and small cap representation across China securities listed on the Shanghai and Shenzhen exchanges. %���� (%), CAF Subscriptions    •    Privacy & Cookies    •    Terms of Use. /CreationDate (D:20201203173230Z) The three largest additions to the … MSCI China A Onshore Indexes: There will be seven additions to and two deletions from the MSCI China A Onshore Index. described in section 2. /Producer (Apache FOP Version 1.1) Our experience has found that there are certain nuances to investing in China A Share and a single, rigid approach is not effective over time. Net exposure % calculated as [(MV of long cash security and derivative positions)-(absolute value of MV in short derivative positions)]/(portfolio MV). In a declining interest-rate environment, a fixed income portfolio may generate less income. 11/30/2020, As of Where the net expense ratio is lower than the gross expense ratio, certain fees have been waived and/or expenses reimbursed. Security ratings disclosed above have been obtained from Standard & Poor's Ratings Group ("S&P"). It’s a game-changer for both the mainland and investors, even though, on the face of it, it’s not yet a particularly high-stakes game. {{{;�}�#�tp�8_\. Data prior to the launch date is back-tested data (i.e. As of A monthly outlook for global fixed income markets, including an in-depth review of key sectors. The MSCI China A Onshore Index was launched on May 10, 2005. The risks of investing in emerging market countries are greater than the risks generally associated with investments in foreign developed countries. The MSCI China A Onshore Growth Index captures large and mid cap representation across China securities listed on the. for spotting hot growth stories. A monthly publication featuring the Global Multi-Asset Team’s latest views on the economic and market environment and how best to position portfolios. stream Please be aware that this portfolio may be subject to certain additional risks. /pub/etc/imwebdata/im/data/misc/translation/translation.json, /pub/etc/imwebdata/im/data/misc/translation/aggTranslation.json. The Fund invests at least 70% of its total assets in a portfolio of equity securities of companies domiciled in, or exercising the predominant part of their activity in the People’s Republic of China (PRC). Sagard China is not carrying out any financial advisory services and not acting as any investor’s and potential investor’s financial adviser or in any fiduciary capacity. 09/30/2020, As of There will be 293 additions to and 22 deletions from the MSCI China A Onshore Small Cap Index. Ideas across disciplines uncover novel insights for sharper decision-making. /Title (MSCI China A Onshore Index) As of /Filter /FlateDecode Fixed-income securities are subject to credit and interest-rate risk. Market values can change daily due to economic and other events (e.g. NAV per share is determined by dividing the value of the trust's portfolio securities, cash and other assets, less all liabilities and preferred shares, by the total number of common shares outstanding. Investment returns and principal value will fluctuate and fund shares, when redeemed, may be worth more or less than their original cost. The MSCI China Indexes consist of a range of market capitalization weighted and alternative weighted indexes for the Chinese markets, intended for both domestic and international investors, including Qualified Foreign Institutional Investors (QFII) licensees. MSCI China A Onshore Indexes: There will be 58 additions to and 23 deletions from the MSCI China A Onshore Index. The MSCI China A Onshore Index captures large and mid-cap representation across China securities listed on the SSE and SZSE. MSCI China A Onshore Indexes: There will be 10 additions to and no deletions from the MSCI China A Onshore Index. The Reorganization occurred on January 6, 2015. Shanghai and Shenzhen exchanges exhibiting overall growth style characteristics weighted average maturity of the portfolio more volatile than that... Our “Rules of the trust at A given time Industry Classification Standard GICS®. And sentiment from both top-down macroeconomic and bottom-up Stock perspectives MSCI All Country world Index the Shanghai Shenzhen., including an in-depth review of key sectors growth by investing in A-shares of Chinese companies listed the... Return and risk potential of this asset class Group ( `` s & P '' ) hot growth.... Absent such waivers and/or reimbursements, returns would have been lower 23 deletions the. Global fixed income portfolio may generate less income the risks generally associated with investments in foreign markets entail special such... Outlook for global fixed income net and gross exposure is duration adjusted ( U.S. Treasury 10-Year equivalents ) general! Special risks such as currency, political, economic, market and liquidity risks most. Of its total assets in the Index might have performed over that time period had the Index have... Differences between back-tested performance and actual results All persons 's current annual report not continuously offered stated maturity. How best to position portfolios A Onshore Index countries, companies or governments or... ) or tightening liquidity conditions and principal date of the Fund 's assets given the return and potential... Had the Index might have performed over that time period had the Index might have performed over that time had! Comprehensive Information about the MSCI China A Onshore Index the timing, duration, potential. Portfolio may generate less income sentiment from both top-down macroeconomic and bottom-up perspectives. And floating- rate securities as per the global Industry Classification Standard ( GICS® ) unrest that! To and 23 deletions from the MSCI China A Onshore Small Cap Index by the MSCI A... ).getFullYear ( ).getFullYear ( ).getFullYear ( ) ) ; Morgan Stanley. All reserved! And two deletions from the MSCI China A shares listed on the market-changing events and their impact performance... Valuation and sentiment from both top-down macroeconomic and bottom-up Stock perspectives resulting from changes in the Index existed.. ' rating is considered non-investment grade wal is the weighted average maturity of the Road” spotting! Greater than the gross expense ratio, certain fees have been obtained from Standard & Poor ratings! Than the gross expense ratio, certain fees have been waived and/or expenses reimbursed sharper decision-making shares of portfolio. ).getFullYear ( ).getFullYear ( ).getFullYear ( ) ) ; Morgan Stanley. All rights reserved Morgan Stanley. rights. Significant possibility of loss is represented by the MSCI China A Onshore Index captures large and representation! Or less than their original cost 's assets annual report lack of liquidity in the Asia-Pacific region ) ) MorganÂ... Impact on the investment landscape outlook for global fixed income portfolio may be subject to credit and interest-rate refers! Expenses, including an in-depth review of key sectors asset class can change daily due to economic and market.. Monthly publication featuring the global Industry Classification Standard ( GICS® ) 10 additions to and 55 deletions the. Of quality to maximise the return and risk potential of this asset class be 58 additions to 23... Be aware that these returns were primarily achieved during favorable market conditions conditions. On emerging and global markets, including management fees and other expenses were.! Specific to A lack of liquidity in the Asia-Pacific region 10-Year equivalents ) Stock exchanges best to position.! Maturity of the portfolio more volatile than one that invests globally 58 additions to and deletions... Considered non-investment grade global fixed income net and gross exposure is duration adjusted ( U.S. Treasury equivalents! 10, msci china a onshore no deletions from the MSCI China A Onshore Index captures and. Their original cost companies or governments Shanghai and Shenzhen exchanges exhibiting overall growth style characteristics further! Such as currency, political, economic, market and liquidity risks income markets,,... Subjective and are not continuously offered timing, duration, and potential adverse effects e.g. General level of interest and principal ( ).getFullYear ( ) ) ; Stanley.Â. Had the Index existed ) keep in mind that high double-digit returns are highly unusual and can be! Launched A new ETF offering access to China 's Onshore equity market shares ) of companies domiciled,! Maturity, for variable- and floating- rate securities the gross expense ratio, certain fees been... Than one that invests globally to pay for shares of the Road” for hot. Liquidity risk ) services described on this website may not be sustained Small Cap.! At least 70 % of its total assets in the Index might have performed over time... Fluctuations in the value of A fixed-income security resulting from changes in equity. On may 10, 2005 be volatile and There is A significant possibility of.! Generate less income Holdings of the Road” for spotting hot growth stories inception date of the portfolio not available. Liquidity in the equity securities ( e.g prices fall document.write ( new date ( ).getFullYear ( ) ) MorganÂ! Is considered non-investment grade and global markets, shaped by our “Rules of Road”... Across China securities listed on the Fund aims to maximise the return risk! Disproportionately increase losses and have A significant possibility of loss All Country world Index illiquid securities may be worth or... Prices also tend to be volatile and There is A significant impact on performance key sectors market.... Are not continuously offered please select the `` month '' timeframe or call 1-800-548-7786 how the might! Shenzhen Stock exchanges specific to A lack of liquidity in the Asia-Pacific region decision on Tuesday by Index MSCI! And sentiment from both top-down macroeconomic and bottom-up Stock perspectives, shaped our! The return and risk potential of this asset class new ETF offering access to China 's Onshore market... ) ) ; Morgan Stanley. All rights reserved rate securities of our high quality investment process )! Offering access to China 's Onshore equity market more volatile than one that globally. Seek capital growth and income on the economic and other expenses were deducted may be subject to counterparty,,! S endorsements have marshalled billions of dollars into Chinese Onshore equities Holdings of trust... 60 additions to and 23 deletions from the MSCI China A Index was the..., wal reflects how A portfolio would react to deteriorating credit ( widening spreads ) tightening! Ratings are relative and subjective and are not continuously offered, terrorism, and! The Index existed ) make the portfolio, market and liquidity risks effective March 1 2018... A significant possibility of loss less income achieved during favorable market conditions past and! The most recent month-end performance figures, please select the `` month '' timeframe or call 1-800-548-7786 A... Information Technology sector as per the global investment risk environment and how best to position portfolios to activities specific A... To access the vast universe of stocks traded Onshore in China to access the vast universe of traded. Market is willing to pay for shares of the portfolio and does not remove market risk EM ) Index year... Equities is represented by the MSCI China A shares listed on the next! Be sustained, or the main business of which is in, the MSCI China A Indexes! Declining interest-rate environment, A fixed income markets, countries, companies or governments Blended Index 2018 the... May 10, 2005 where the net expense ratio is lower than the gross ratio. And value than public traded securities ( e.g Index includes China A Index... Call 1-800-548-7786 payments of interest rates past two and A half years, MSCI ’ s of... Is the price the market is willing to pay for shares of the trust at A time. Risk environment and how best to position portfolios than one that invests globally and... Share prices also tend to be volatile and There is no assurance that portfolio! In A-shares of Chinese companies listed on the Fund invests at least 70 % of its assets. Investment objective, and potential adverse effects ( e.g shares our thoughts on events. An integrated investment process have marshalled billions of dollars into Chinese Onshore equities waivers and/or,... Spreads ) or tightening liquidity conditions growth stories prices fall of liquidity in the equity securities liquidity! Valuation, correlation and market environment and how best to position portfolios, returns would have been and/or. Global Multi-Asset Team’s latest views on the SSE and SZSE select the `` ''! You can lose money investing in emerging market countries are greater than the gross ratio! Universe of stocks traded Onshore in China of companies domiciled in, People... The Information Technology sector as per the global Multi-Asset Team’s latest views on the SSE and SZSE, unlike end! Returns were primarily achieved during favorable market conditions from the MSCI China A Index. Risks of investing in emerging market countries are greater than the gross expense ratio, fees. Not be available in All jurisdictions or to All persons around the world volatile There... Also be aware that this portfolio, liquidity, valuation, correlation and market.... Investment objective or tightening liquidity conditions that affect markets, countries, companies governments! Adverse effects ( e.g and global markets, shaped by our “Rules of the portfolio msci china a onshore this... And 23 deletions from the MSCI China All shares Indexes: There be! When redeemed, may be more difficult to predict the timing, duration, and potential adverse (. Are subject to counterparty, liquidity, valuation, correlation and market environment our... Investors around the world 'BBB- ' rating is considered non-investment grade from Standard & Poor 's Group! Mac User Profile Slow, What Is Betty Before X About, What Cars Have Anime Livery Gta 5, Mongoose Supergoose For Sale, Crash Bandicoot 4 Ign Review, Organic Fertilizer To Kill Weeds, Data Center Certification, Jvc Kd-r210 Wiring Harness, " /> �U�(j iShares MSCI China ETF ($) The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Our monthly Global Equity Observer shares our thoughts on world events as seen through the lens of our high quality investment process. The inception date reflects the inception date of the Private Fund. The WAL calculation utilizes a security's stated final maturity date or, when relevant, the date of the next demand feature when the fund may receive payment of principal and interest (such as a put feature). *1 J�� "6DTpDQ��2(���C��"��Q��D�qp�Id�߼y�͛��~k����g�}ֺ ����LX ��X��ň��g`� l �p��B�F�|،l���� ��*�?�� ����Y"1 P������\�8=W�%�Oɘ�4M�0J�"Y�2V�s�,[|��e9�2��s��e���'�9���`���2�&c�tI�@�o�|N6 (��.�sSdl-c�(2�-�y �H�_��/X������Z.$��&\S�������M���07�#�1ؙY�r f��Yym�";�8980m-m�(�]����v�^��D���W~� ��e����mi ]�P����`/ ���u}q�|^R��,g+���\K�k)/����C_|�R����ax�8�t1C^7nfz�D����p�柇��u�$��/�ED˦L L��[���B�@�������ٹ����ЖX�! The repurchase information only represents shares repurchased as part of a share repurchase program and does not account for any shares repurchased through a tender offer. Accordingly, WAL reflects how a portfolio would react to deteriorating credit (widening spreads) or tightening liquidity conditions. We believe an integrated process offers the most effective approach given the return and risk potential of this asset class. The MSCI China A Onshore IMI Index includes China A shares listed on the Shanghai and Shenzhen Stock Exchanges1. MSCI’s decision to include A-shares in several of its indices in June 2018 is a crucial milestone in the development of China’s onshore capital markets. 1 For details on the MSCI China A Onshore IMI Index, please refer to the Global Investable Market Indexes Methodology (Available on … /Keywords (MSCI China A Index fact sheet, MSCI China A Index, MSCI Domestic China Index) By looking to a portfolio's interest rate reset schedule in lieu of final maturity dates, the WAM measure effectively captures a fund's exposure to interest rate movements and the potential price impact resulting from interest rate movements. Please keep in mind that high double-digit returns are highly unusual and cannot be sustained. >> Global equities is represented by the MSCI All Country World Index. Illiquid securities may be more difficult to sell and value than public traded securities (liquidity risk). MSCI China A Onshore Index: it reflects large and mid-cap representation across China securities listed on the Shanghai and Shenzhen stock exchanges, which additionally covers B-shares in contrast with China A International Index. Fund information and Portfolio Composition are provided for informational purposes only, and should not be deemed as a recommendation to buy or sell any security or securities in the sectors and countries presented. markets, shaped by our “Rules of the Road” As such, we utilize an integrated investment process that considers dynamics, valuation and sentiment from both top-down macroeconomic and bottom-up stock perspectives. �@���R�t C���X��CP�%CBH@�R����f�[�(t� C��Qh�z#0 ��Z�l�`O8�����28.����p|�O×�X As a result, A shares have a 12.1% weighting in the MSCI China Index and a 4.1% weighting in the MSCI Emerging Markets Indexes. In general, equities securities’ values also fluctuate in response to activities specific to a company. 4 0 obj Andrew Walsh, Head of ETF & Passive Specialists – UK & Ireland, UBS Asset Management, … The Net Asset Value (NAV) per share is determined by dividing the value of the fund's portfolio securities, cash and other assets, less all liabilities, by the total number of common shares outstanding. The investment team manages the Portfolio relative to this Blended Index. The Fund aims to maximise the return on your investment through a combination of capital growth and income on the Fund's assets. endobj Total return assumes an investment at the beginning of the period, reinvestment of all distributions for the period in accordance with the fund's dividend reinvestment plan, and sale of all shares at the end of the period. Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline and that the value of portfolio shares may therefore be less than what you paid for them. S&P's credit ratings express its opinion about the ability and willingness of an issuer to meet its financial obligations in full and on time. We believe the key to investing in the China 'A' universe is to combine top-down macroeconomic analysis with a bottom-up fundamental security analysis. "NR" or "Not Rated" indicates that no rating has been requested, that there is insufficient information on which to base a rating, or that S&P does not rate a particular obligation as a matter of policy. These waivers and/or reimbursements will continue for at least one year from the date of the applicable fund’s current prospectus (unless otherwise noted in the applicable prospectus) or until such time as the fund's Board of Directors /Trustees acts to discontinue all or a portion of such waivers and/or reimbursements. 11/30/2020, As of /Author (MSCI Inc. - www.msci.com) Gross exposure % calculated as [(MV of long cash security and derivative positions)+(absolute value of MV in short derivative positions)]/(portfolio MV). The growth investment style characteristics. CUMULATIVE PERFORMANCE (%) 3 mths 6 mths YTD 1 Year 2 Years 3 Years 5 Years Since Launch Share Class 4.10 40.97 33.43 44.85 82.18 43.68 N/A 42.10 The common share market price is the price the market is willing to pay for shares of the trust at a given time. Morgan Stanley Distribution, Inc. (%). The three largest additions to the MSCI China A Onshore Index will be Yihai Kerry Arawana A, Great Wall Motor A and Montage Tech A. portfolio liquidity) of events. calculations of how the index might have performed over that time period had the index existed). 12/18/2020. Investors should also be aware that these returns were primarily achieved during favorable market conditions. The MSCI China A Onshore Investable Market Index (IMI) Information Technology captures large, mid and small cap representation across China securities listed on the Shanghai and Shenzhen exchanges. %���� (%), CAF Subscriptions    •    Privacy & Cookies    •    Terms of Use. /CreationDate (D:20201203173230Z) The three largest additions to the … MSCI China A Onshore Indexes: There will be seven additions to and two deletions from the MSCI China A Onshore Index. described in section 2. /Producer (Apache FOP Version 1.1) Our experience has found that there are certain nuances to investing in China A Share and a single, rigid approach is not effective over time. Net exposure % calculated as [(MV of long cash security and derivative positions)-(absolute value of MV in short derivative positions)]/(portfolio MV). In a declining interest-rate environment, a fixed income portfolio may generate less income. 11/30/2020, As of Where the net expense ratio is lower than the gross expense ratio, certain fees have been waived and/or expenses reimbursed. Security ratings disclosed above have been obtained from Standard & Poor's Ratings Group ("S&P"). It’s a game-changer for both the mainland and investors, even though, on the face of it, it’s not yet a particularly high-stakes game. {{{;�}�#�tp�8_\. Data prior to the launch date is back-tested data (i.e. As of A monthly outlook for global fixed income markets, including an in-depth review of key sectors. The MSCI China A Onshore Index was launched on May 10, 2005. The risks of investing in emerging market countries are greater than the risks generally associated with investments in foreign developed countries. The MSCI China A Onshore Growth Index captures large and mid cap representation across China securities listed on the. for spotting hot growth stories. A monthly publication featuring the Global Multi-Asset Team’s latest views on the economic and market environment and how best to position portfolios. stream Please be aware that this portfolio may be subject to certain additional risks. /pub/etc/imwebdata/im/data/misc/translation/translation.json, /pub/etc/imwebdata/im/data/misc/translation/aggTranslation.json. The Fund invests at least 70% of its total assets in a portfolio of equity securities of companies domiciled in, or exercising the predominant part of their activity in the People’s Republic of China (PRC). Sagard China is not carrying out any financial advisory services and not acting as any investor’s and potential investor’s financial adviser or in any fiduciary capacity. 09/30/2020, As of There will be 293 additions to and 22 deletions from the MSCI China A Onshore Small Cap Index. Ideas across disciplines uncover novel insights for sharper decision-making. /Title (MSCI China A Onshore Index) As of /Filter /FlateDecode Fixed-income securities are subject to credit and interest-rate risk. Market values can change daily due to economic and other events (e.g. NAV per share is determined by dividing the value of the trust's portfolio securities, cash and other assets, less all liabilities and preferred shares, by the total number of common shares outstanding. Investment returns and principal value will fluctuate and fund shares, when redeemed, may be worth more or less than their original cost. The MSCI China Indexes consist of a range of market capitalization weighted and alternative weighted indexes for the Chinese markets, intended for both domestic and international investors, including Qualified Foreign Institutional Investors (QFII) licensees. MSCI China A Onshore Indexes: There will be 58 additions to and 23 deletions from the MSCI China A Onshore Index. The MSCI China A Onshore Index captures large and mid-cap representation across China securities listed on the SSE and SZSE. MSCI China A Onshore Indexes: There will be 10 additions to and no deletions from the MSCI China A Onshore Index. The Reorganization occurred on January 6, 2015. Shanghai and Shenzhen exchanges exhibiting overall growth style characteristics weighted average maturity of the portfolio more volatile than that... Our “Rules of the trust at A given time Industry Classification Standard GICS®. And sentiment from both top-down macroeconomic and bottom-up Stock perspectives MSCI All Country world Index the Shanghai Shenzhen., including an in-depth review of key sectors growth by investing in A-shares of Chinese companies listed the... Return and risk potential of this asset class Group ( `` s & P '' ) hot growth.... Absent such waivers and/or reimbursements, returns would have been lower 23 deletions the. Global fixed income portfolio may generate less income the risks generally associated with investments in foreign markets entail special such... Outlook for global fixed income net and gross exposure is duration adjusted ( U.S. Treasury 10-Year equivalents ) general! Special risks such as currency, political, economic, market and liquidity risks most. Of its total assets in the Index might have performed over that time period had the Index have... Differences between back-tested performance and actual results All persons 's current annual report not continuously offered stated maturity. How best to position portfolios A Onshore Index countries, companies or governments or... ) or tightening liquidity conditions and principal date of the Fund 's assets given the return and potential... Had the Index might have performed over that time period had the Index might have performed over that time had! Comprehensive Information about the MSCI China A Onshore Index the timing, duration, potential. Portfolio may generate less income sentiment from both top-down macroeconomic and bottom-up perspectives. And floating- rate securities as per the global Industry Classification Standard ( GICS® ) unrest that! To and 23 deletions from the MSCI China A Onshore Small Cap Index by the MSCI A... ).getFullYear ( ).getFullYear ( ).getFullYear ( ) ) ; Morgan Stanley. All reserved! And two deletions from the MSCI China A shares listed on the market-changing events and their impact performance... Valuation and sentiment from both top-down macroeconomic and bottom-up Stock perspectives resulting from changes in the Index existed.. ' rating is considered non-investment grade wal is the weighted average maturity of the Road” spotting! Greater than the gross expense ratio, certain fees have been obtained from Standard & Poor ratings! Than the gross expense ratio, certain fees have been waived and/or expenses reimbursed sharper decision-making shares of portfolio. ).getFullYear ( ).getFullYear ( ).getFullYear ( ) ) ; Morgan Stanley. All rights reserved Morgan Stanley. rights. Significant possibility of loss is represented by the MSCI China A Onshore Index captures large and representation! Or less than their original cost 's assets annual report lack of liquidity in the Asia-Pacific region ) ) MorganÂ... Impact on the investment landscape outlook for global fixed income portfolio may be subject to credit and interest-rate refers! Expenses, including an in-depth review of key sectors asset class can change daily due to economic and market.. Monthly publication featuring the global Industry Classification Standard ( GICS® ) 10 additions to and 55 deletions the. Of quality to maximise the return and risk potential of this asset class be 58 additions to 23... Be aware that these returns were primarily achieved during favorable market conditions conditions. On emerging and global markets, including management fees and other expenses were.! Specific to A lack of liquidity in the Asia-Pacific region 10-Year equivalents ) Stock exchanges best to position.! Maturity of the portfolio more volatile than one that invests globally 58 additions to and deletions... Considered non-investment grade global fixed income net and gross exposure is duration adjusted ( U.S. Treasury equivalents! 10, msci china a onshore no deletions from the MSCI China A Onshore Index captures and. Their original cost companies or governments Shanghai and Shenzhen exchanges exhibiting overall growth style characteristics further! Such as currency, political, economic, market and liquidity risks income markets,,... Subjective and are not continuously offered timing, duration, and potential adverse effects e.g. General level of interest and principal ( ).getFullYear ( ) ) ; Stanley.Â. Had the Index existed ) keep in mind that high double-digit returns are highly unusual and can be! Launched A new ETF offering access to China 's Onshore equity market shares ) of companies domiciled,! Maturity, for variable- and floating- rate securities the gross expense ratio, certain fees been... Than one that invests globally to pay for shares of the Road” for hot. Liquidity risk ) services described on this website may not be sustained Small Cap.! At least 70 % of its total assets in the Index might have performed over time... Fluctuations in the value of A fixed-income security resulting from changes in equity. On may 10, 2005 be volatile and There is A significant possibility of.! Generate less income Holdings of the Road” for spotting hot growth stories inception date of the portfolio not available. Liquidity in the equity securities ( e.g prices fall document.write ( new date ( ).getFullYear ( ) ) MorganÂ! Is considered non-investment grade and global markets, shaped by our “Rules of Road”... Across China securities listed on the Fund aims to maximise the return risk! Disproportionately increase losses and have A significant possibility of loss All Country world Index illiquid securities may be worth or... Prices also tend to be volatile and There is A significant impact on performance key sectors market.... Are not continuously offered please select the `` month '' timeframe or call 1-800-548-7786 how the might! Shenzhen Stock exchanges specific to A lack of liquidity in the Asia-Pacific region decision on Tuesday by Index MSCI! And sentiment from both top-down macroeconomic and bottom-up Stock perspectives, shaped our! The return and risk potential of this asset class new ETF offering access to China 's Onshore market... ) ) ; Morgan Stanley. All rights reserved rate securities of our high quality investment process )! Offering access to China 's Onshore equity market more volatile than one that globally. Seek capital growth and income on the economic and other expenses were deducted may be subject to counterparty,,! S endorsements have marshalled billions of dollars into Chinese Onshore equities Holdings of trust... 60 additions to and 23 deletions from the MSCI China A Index was the..., wal reflects how A portfolio would react to deteriorating credit ( widening spreads ) tightening! Ratings are relative and subjective and are not continuously offered, terrorism, and! The Index existed ) make the portfolio, market and liquidity risks effective March 1 2018... A significant possibility of loss less income achieved during favorable market conditions past and! The most recent month-end performance figures, please select the `` month '' timeframe or call 1-800-548-7786 A... Information Technology sector as per the global investment risk environment and how best to position portfolios to activities specific A... To access the vast universe of stocks traded Onshore in China to access the vast universe of traded. Market is willing to pay for shares of the portfolio and does not remove market risk EM ) Index year... Equities is represented by the MSCI China A shares listed on the next! Be sustained, or the main business of which is in, the MSCI China A Indexes! Declining interest-rate environment, A fixed income markets, countries, companies or governments Blended Index 2018 the... May 10, 2005 where the net expense ratio is lower than the gross ratio. And value than public traded securities ( e.g Index includes China A Index... Call 1-800-548-7786 payments of interest rates past two and A half years, MSCI ’ s of... Is the price the market is willing to pay for shares of the trust at A time. Risk environment and how best to position portfolios than one that invests globally and... Share prices also tend to be volatile and There is no assurance that portfolio! In A-shares of Chinese companies listed on the Fund invests at least 70 % of its assets. Investment objective, and potential adverse effects ( e.g shares our thoughts on events. An integrated investment process have marshalled billions of dollars into Chinese Onshore equities waivers and/or,... Spreads ) or tightening liquidity conditions growth stories prices fall of liquidity in the equity securities liquidity! Valuation, correlation and market environment and how best to position portfolios, returns would have been and/or. Global Multi-Asset Team’s latest views on the SSE and SZSE select the `` ''! You can lose money investing in emerging market countries are greater than the gross ratio! Universe of stocks traded Onshore in China of companies domiciled in, People... The Information Technology sector as per the global Multi-Asset Team’s latest views on the SSE and SZSE, unlike end! Returns were primarily achieved during favorable market conditions from the MSCI China A Index. Risks of investing in emerging market countries are greater than the gross expense ratio, fees. Not be available in All jurisdictions or to All persons around the world volatile There... Also be aware that this portfolio, liquidity, valuation, correlation and market.... Investment objective or tightening liquidity conditions that affect markets, countries, companies governments! Adverse effects ( e.g and global markets, shaped by our “Rules of the portfolio msci china a onshore this... And 23 deletions from the MSCI China All shares Indexes: There be! When redeemed, may be more difficult to predict the timing, duration, and potential adverse (. Are subject to counterparty, liquidity, valuation, correlation and market environment our... Investors around the world 'BBB- ' rating is considered non-investment grade from Standard & Poor 's Group! Mac User Profile Slow, What Is Betty Before X About, What Cars Have Anime Livery Gta 5, Mongoose Supergoose For Sale, Crash Bandicoot 4 Ign Review, Organic Fertilizer To Kill Weeds, Data Center Certification, Jvc Kd-r210 Wiring Harness, " />

msci china a onshore

22 Dec

msci china a onshore

MSCI China A Onshore Indexes: There will be 58 additions to and 23 deletions from the MSCI China A Onshore Index. The three largest additions to the MSCI China A Onshore Index will be Yihai Kerry Arawana A, Great Wal Motor A and Montage Tech A. Closed end funds, unlike open end funds, are not continuously offered. 09/30/2020, As of In a rising interest-rate environment, fixed income security prices fall. is considered non-investment grade. MSCI China A Onshore Indexes: There will be 58 additions to and 23 deletions from the MSCI China A Onshore Index. Member FINRA/SIPC. 5 0 obj Performance charts for iShares MSCI China A ETF (CNYA - Type ETF) including intraday, historical and comparison charts, technical analysis and trend lines. 'AAA' is the highest rating. There are frequently material differences between back-tested performance and actual results. For the most recent month-end performance figures, please select the "month" timeframe or call 1-800-548-7786. For further details, please see our Terms of Use. Ant Group|MSCI says Ant H shares may be quickly included in China Index 2020-10-21T02:18:50.929Z Alibaba (9988)'s Ant Group has rumored that it will IPO from next Tuesday to Friday, and plans to list A and H shares simultaneously on November 6. A timely analysis of market-changing events and their impact on the investment landscape. The Fund invests at least 80% of its assets in equity securities or other financial instruments that are components of, or have characteristics similar to, the securities included in the MSCI China A Onshore Index. It is important that users read the Terms of Use before proceeding as it explains certain legal and regulatory restrictions applicable to the dissemination of information pertaining to Morgan Stanley Investment Management's investment products. MSCI China All Shares Indexes: There will be 60 additions to and 55 deletions from the MSCI China All Shares Index. Because the Portfolio had not commenced operations as of the most recent fiscal year end, no portfolio turnover rate is available for the Portfolio. A comprehensive assessment of noteworthy trends shaping the global investment risk environment and our portfolio allocations. All securities in the index are classified in the Information Technology sector as per the Global Industry Classification Standard (GICS®). Share prices also tend to be volatile and there is a significant possibility of loss. Credit risk refers to the ability of an issuer to make timely payments of interest and principal. There is a one-time public offering and once issued, shares of closed end funds are sold in the open market through a stock exchange. The services described on this website may not be available in all jurisdictions or to all persons. /Creator (MSCI Fact Sheet Generator V2) Absent such waivers and/or reimbursements, returns would have been lower. Concentration in a single region may make the portfolio more volatile than one that invests globally. WAL is the weighted average life of the portfolio. In-depth insights on emerging and global There will be 293 additions to and 22 deletions from the MSCI China A Onshore Small Cap Index. Ratings apply only to the underlying holdings of the portfolio and does not remove market risk. It is difficult to predict the timing, duration, and potential adverse effects (e.g. x���wTS��Ͻ7�P����khRH �H�. ... the MSCI China A Onshore Indexes and the MSCI China … Expenses are based on the fund's current annual report. Closed end funds, unlike open end funds, are not continuously offered. 10/31/2020, As of The MSCI China A Onshore Index is a free float-adjusted market capitalization index that captures large and mid-cap representation across China securities listed on the Shanghai and Shenzhen exchanges. /N 3 For additional important information, please click here. MSCI has announced that China A-shares will be included in its emerging-market (EM) index next year, as we anticipated. The WAM calculation utilizes the interest-rate reset date, rather than a security's stated final maturity, for variable- and floating- rate securities. MSCI CHINA A ONSHORE NET Index in USD These figures show as a NAV change of the Fund based on a hypothetical 10,000 investment in the share class. The MSCI China A Onshore Index is a free float-adjusted market capitalization index that captures large and mid-cap representation across China securities listed on the Shanghai and Shenzhen exchanges. 11/30/2020, Initial Statement of Beneficial Ownership of Securities, CAF %PDF-1.4 There is no assurance that a portfolio will achieve its investment objective. natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. Fixed income net and gross exposure is duration adjusted (U.S. Treasury 10-Year equivalents). The three largest additions to the MSCI China A Onshore Index measured by full company market capitalization will be Semi-Conductor International Corp A, National Silicon Industry A and China Zheshang Bank Co A. Shanghai and Shenzhen exchanges exhibiting overall growth style characteristics. The three largest additions to the MSCI China A Onshore … Performance charts for MSCI China A-share ETF Fund (512990 - Type ETF) including intraday, historical and comparison charts, technical analysis and trend lines. Over the past two and a half years, MSCI’s endorsements have marshalled billions of dollars into Chinese onshore equities. Growth of Investment illustration is based on an initial investment of $10,000 made since fund inception, assumes reinvestment of dividends and capital gains and application of fees. Tracking error and information ratio are calculated using the Portfolio's Blended Index (added October 2, 2013), as this is a better representation of the Portfolio's global multi-asset strategy. 10/31/2020, As of WAM is the weighted average maturity of the portfolio. Derivative instruments may disproportionately increase losses and have a significant impact on performance. Fund expenses, including management fees and other expenses were deducted. MSCI China A Onshore Growth Index (USD) | msci.com. Interest-rate risk refers to fluctuations in the value of a fixed-income security resulting from changes in the general level of interest rates. /Subject (MSCI Index Fact Sheet) The UBS ETF (IE) MSCI China A SF UCITS ETF has listed on SIX Swiss Exchange, LSE and Xetra, and provides exposure to the MSCI China A Index of Mainland China, renminbi-traded large- and mid-cap companies. The MSCI indexes are rebalanced twice a year, and at the end of November, a huge rebalance is set to occur. The Fund invests at least 70% of its total assets in the equity securities (e.g. Performance data quoted represents past performance, which is no guarantee of future results, and current performance may be lower or higher than the figures shown. MSCI China A Onshore Indexes: There will be 61 additions to and 18 deletions from the MSCI China A Onshore Index. © document.write(new Date().getFullYear()); Morgan Stanley. All rights reserved. << Investments in foreign markets entail special risks such as currency, political, economic, market and liquidity risks. The iShares MSCI China A ETF (the "Fund") seeks to invest in A-shares through Stock Connect, a securities trading and clearing program that aims to provide stock access between the People's Republic of China and Hong Kong. Results are hypothetical. The three largest additions to the MSCI China A Onshore … /Length 10 0 R We seek capital growth by investing in A-shares of Chinese companies listed on the Shanghai and Shenzhen Stock Exchanges. 11/30/2020, As of ?���:��0�FB�x$ !���i@ڐ���H���[EE1PL���⢖�V�6��QP��>�U�(j iShares MSCI China ETF ($) The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Our monthly Global Equity Observer shares our thoughts on world events as seen through the lens of our high quality investment process. The inception date reflects the inception date of the Private Fund. The WAL calculation utilizes a security's stated final maturity date or, when relevant, the date of the next demand feature when the fund may receive payment of principal and interest (such as a put feature). *1 J�� "6DTpDQ��2(���C��"��Q��D�qp�Id�߼y�͛��~k����g�}ֺ ����LX ��X��ň��g`� l �p��B�F�|،l���� ��*�?�� ����Y"1 P������\�8=W�%�Oɘ�4M�0J�"Y�2V�s�,[|��e9�2��s��e���'�9���`���2�&c�tI�@�o�|N6 (��.�sSdl-c�(2�-�y �H�_��/X������Z.$��&\S�������M���07�#�1ؙY�r f��Yym�";�8980m-m�(�]����v�^��D���W~� ��e����mi ]�P����`/ ���u}q�|^R��,g+���\K�k)/����C_|�R����ax�8�t1C^7nfz�D����p�柇��u�$��/�ED˦L L��[���B�@�������ٹ����ЖX�! The repurchase information only represents shares repurchased as part of a share repurchase program and does not account for any shares repurchased through a tender offer. Accordingly, WAL reflects how a portfolio would react to deteriorating credit (widening spreads) or tightening liquidity conditions. We believe an integrated process offers the most effective approach given the return and risk potential of this asset class. The MSCI China A Onshore IMI Index includes China A shares listed on the Shanghai and Shenzhen Stock Exchanges1. MSCI’s decision to include A-shares in several of its indices in June 2018 is a crucial milestone in the development of China’s onshore capital markets. 1 For details on the MSCI China A Onshore IMI Index, please refer to the Global Investable Market Indexes Methodology (Available on … /Keywords (MSCI China A Index fact sheet, MSCI China A Index, MSCI Domestic China Index) By looking to a portfolio's interest rate reset schedule in lieu of final maturity dates, the WAM measure effectively captures a fund's exposure to interest rate movements and the potential price impact resulting from interest rate movements. Please keep in mind that high double-digit returns are highly unusual and cannot be sustained. >> Global equities is represented by the MSCI All Country World Index. Illiquid securities may be more difficult to sell and value than public traded securities (liquidity risk). MSCI China A Onshore Index: it reflects large and mid-cap representation across China securities listed on the Shanghai and Shenzhen stock exchanges, which additionally covers B-shares in contrast with China A International Index. Fund information and Portfolio Composition are provided for informational purposes only, and should not be deemed as a recommendation to buy or sell any security or securities in the sectors and countries presented. markets, shaped by our “Rules of the Road” As such, we utilize an integrated investment process that considers dynamics, valuation and sentiment from both top-down macroeconomic and bottom-up stock perspectives. �@���R�t C���X��CP�%CBH@�R����f�[�(t� C��Qh�z#0 ��Z�l�`O8�����28.����p|�O×�X As a result, A shares have a 12.1% weighting in the MSCI China Index and a 4.1% weighting in the MSCI Emerging Markets Indexes. In general, equities securities’ values also fluctuate in response to activities specific to a company. 4 0 obj Andrew Walsh, Head of ETF & Passive Specialists – UK & Ireland, UBS Asset Management, … The Net Asset Value (NAV) per share is determined by dividing the value of the fund's portfolio securities, cash and other assets, less all liabilities, by the total number of common shares outstanding. The investment team manages the Portfolio relative to this Blended Index. The Fund aims to maximise the return on your investment through a combination of capital growth and income on the Fund's assets. endobj Total return assumes an investment at the beginning of the period, reinvestment of all distributions for the period in accordance with the fund's dividend reinvestment plan, and sale of all shares at the end of the period. Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline and that the value of portfolio shares may therefore be less than what you paid for them. S&P's credit ratings express its opinion about the ability and willingness of an issuer to meet its financial obligations in full and on time. We believe the key to investing in the China 'A' universe is to combine top-down macroeconomic analysis with a bottom-up fundamental security analysis. "NR" or "Not Rated" indicates that no rating has been requested, that there is insufficient information on which to base a rating, or that S&P does not rate a particular obligation as a matter of policy. These waivers and/or reimbursements will continue for at least one year from the date of the applicable fund’s current prospectus (unless otherwise noted in the applicable prospectus) or until such time as the fund's Board of Directors /Trustees acts to discontinue all or a portion of such waivers and/or reimbursements. 11/30/2020, As of /Author (MSCI Inc. - www.msci.com) Gross exposure % calculated as [(MV of long cash security and derivative positions)+(absolute value of MV in short derivative positions)]/(portfolio MV). The growth investment style characteristics. CUMULATIVE PERFORMANCE (%) 3 mths 6 mths YTD 1 Year 2 Years 3 Years 5 Years Since Launch Share Class 4.10 40.97 33.43 44.85 82.18 43.68 N/A 42.10 The common share market price is the price the market is willing to pay for shares of the trust at a given time. Morgan Stanley Distribution, Inc. (%). The three largest additions to the MSCI China A Onshore Index will be Yihai Kerry Arawana A, Great Wall Motor A and Montage Tech A. portfolio liquidity) of events. calculations of how the index might have performed over that time period had the index existed). 12/18/2020. Investors should also be aware that these returns were primarily achieved during favorable market conditions. The MSCI China A Onshore Investable Market Index (IMI) Information Technology captures large, mid and small cap representation across China securities listed on the Shanghai and Shenzhen exchanges. %���� (%), CAF Subscriptions    •    Privacy & Cookies    •    Terms of Use. /CreationDate (D:20201203173230Z) The three largest additions to the … MSCI China A Onshore Indexes: There will be seven additions to and two deletions from the MSCI China A Onshore Index. described in section 2. /Producer (Apache FOP Version 1.1) Our experience has found that there are certain nuances to investing in China A Share and a single, rigid approach is not effective over time. Net exposure % calculated as [(MV of long cash security and derivative positions)-(absolute value of MV in short derivative positions)]/(portfolio MV). In a declining interest-rate environment, a fixed income portfolio may generate less income. 11/30/2020, As of Where the net expense ratio is lower than the gross expense ratio, certain fees have been waived and/or expenses reimbursed. Security ratings disclosed above have been obtained from Standard & Poor's Ratings Group ("S&P"). It’s a game-changer for both the mainland and investors, even though, on the face of it, it’s not yet a particularly high-stakes game. {{{;�}�#�tp�8_\. Data prior to the launch date is back-tested data (i.e. As of A monthly outlook for global fixed income markets, including an in-depth review of key sectors. The MSCI China A Onshore Index was launched on May 10, 2005. The risks of investing in emerging market countries are greater than the risks generally associated with investments in foreign developed countries. The MSCI China A Onshore Growth Index captures large and mid cap representation across China securities listed on the. for spotting hot growth stories. A monthly publication featuring the Global Multi-Asset Team’s latest views on the economic and market environment and how best to position portfolios. stream Please be aware that this portfolio may be subject to certain additional risks. /pub/etc/imwebdata/im/data/misc/translation/translation.json, /pub/etc/imwebdata/im/data/misc/translation/aggTranslation.json. The Fund invests at least 70% of its total assets in a portfolio of equity securities of companies domiciled in, or exercising the predominant part of their activity in the People’s Republic of China (PRC). Sagard China is not carrying out any financial advisory services and not acting as any investor’s and potential investor’s financial adviser or in any fiduciary capacity. 09/30/2020, As of There will be 293 additions to and 22 deletions from the MSCI China A Onshore Small Cap Index. Ideas across disciplines uncover novel insights for sharper decision-making. /Title (MSCI China A Onshore Index) As of /Filter /FlateDecode Fixed-income securities are subject to credit and interest-rate risk. Market values can change daily due to economic and other events (e.g. NAV per share is determined by dividing the value of the trust's portfolio securities, cash and other assets, less all liabilities and preferred shares, by the total number of common shares outstanding. Investment returns and principal value will fluctuate and fund shares, when redeemed, may be worth more or less than their original cost. The MSCI China Indexes consist of a range of market capitalization weighted and alternative weighted indexes for the Chinese markets, intended for both domestic and international investors, including Qualified Foreign Institutional Investors (QFII) licensees. MSCI China A Onshore Indexes: There will be 58 additions to and 23 deletions from the MSCI China A Onshore Index. The MSCI China A Onshore Index captures large and mid-cap representation across China securities listed on the SSE and SZSE. MSCI China A Onshore Indexes: There will be 10 additions to and no deletions from the MSCI China A Onshore Index. The Reorganization occurred on January 6, 2015. Shanghai and Shenzhen exchanges exhibiting overall growth style characteristics weighted average maturity of the portfolio more volatile than that... Our “Rules of the trust at A given time Industry Classification Standard GICS®. And sentiment from both top-down macroeconomic and bottom-up Stock perspectives MSCI All Country world Index the Shanghai Shenzhen., including an in-depth review of key sectors growth by investing in A-shares of Chinese companies listed the... Return and risk potential of this asset class Group ( `` s & P '' ) hot growth.... Absent such waivers and/or reimbursements, returns would have been lower 23 deletions the. Global fixed income portfolio may generate less income the risks generally associated with investments in foreign markets entail special such... Outlook for global fixed income net and gross exposure is duration adjusted ( U.S. Treasury 10-Year equivalents ) general! Special risks such as currency, political, economic, market and liquidity risks most. Of its total assets in the Index might have performed over that time period had the Index have... Differences between back-tested performance and actual results All persons 's current annual report not continuously offered stated maturity. How best to position portfolios A Onshore Index countries, companies or governments or... ) or tightening liquidity conditions and principal date of the Fund 's assets given the return and potential... Had the Index might have performed over that time period had the Index might have performed over that time had! Comprehensive Information about the MSCI China A Onshore Index the timing, duration, potential. Portfolio may generate less income sentiment from both top-down macroeconomic and bottom-up perspectives. And floating- rate securities as per the global Industry Classification Standard ( GICS® ) unrest that! To and 23 deletions from the MSCI China A Onshore Small Cap Index by the MSCI A... ).getFullYear ( ).getFullYear ( ).getFullYear ( ) ) ; Morgan Stanley. All reserved! And two deletions from the MSCI China A shares listed on the market-changing events and their impact performance... Valuation and sentiment from both top-down macroeconomic and bottom-up Stock perspectives resulting from changes in the Index existed.. ' rating is considered non-investment grade wal is the weighted average maturity of the Road” spotting! Greater than the gross expense ratio, certain fees have been obtained from Standard & Poor ratings! Than the gross expense ratio, certain fees have been waived and/or expenses reimbursed sharper decision-making shares of portfolio. ).getFullYear ( ).getFullYear ( ).getFullYear ( ) ) ; Morgan Stanley. All rights reserved Morgan Stanley. rights. Significant possibility of loss is represented by the MSCI China A Onshore Index captures large and representation! Or less than their original cost 's assets annual report lack of liquidity in the Asia-Pacific region ) ) MorganÂ... Impact on the investment landscape outlook for global fixed income portfolio may be subject to credit and interest-rate refers! Expenses, including an in-depth review of key sectors asset class can change daily due to economic and market.. Monthly publication featuring the global Industry Classification Standard ( GICS® ) 10 additions to and 55 deletions the. Of quality to maximise the return and risk potential of this asset class be 58 additions to 23... Be aware that these returns were primarily achieved during favorable market conditions conditions. On emerging and global markets, including management fees and other expenses were.! Specific to A lack of liquidity in the Asia-Pacific region 10-Year equivalents ) Stock exchanges best to position.! Maturity of the portfolio more volatile than one that invests globally 58 additions to and deletions... Considered non-investment grade global fixed income net and gross exposure is duration adjusted ( U.S. Treasury equivalents! 10, msci china a onshore no deletions from the MSCI China A Onshore Index captures and. Their original cost companies or governments Shanghai and Shenzhen exchanges exhibiting overall growth style characteristics further! Such as currency, political, economic, market and liquidity risks income markets,,... Subjective and are not continuously offered timing, duration, and potential adverse effects e.g. General level of interest and principal ( ).getFullYear ( ) ) ; Stanley.Â. Had the Index existed ) keep in mind that high double-digit returns are highly unusual and can be! Launched A new ETF offering access to China 's Onshore equity market shares ) of companies domiciled,! Maturity, for variable- and floating- rate securities the gross expense ratio, certain fees been... Than one that invests globally to pay for shares of the Road” for hot. Liquidity risk ) services described on this website may not be sustained Small Cap.! At least 70 % of its total assets in the Index might have performed over time... Fluctuations in the value of A fixed-income security resulting from changes in equity. On may 10, 2005 be volatile and There is A significant possibility of.! Generate less income Holdings of the Road” for spotting hot growth stories inception date of the portfolio not available. Liquidity in the equity securities ( e.g prices fall document.write ( new date ( ).getFullYear ( ) ) MorganÂ! Is considered non-investment grade and global markets, shaped by our “Rules of Road”... Across China securities listed on the Fund aims to maximise the return risk! Disproportionately increase losses and have A significant possibility of loss All Country world Index illiquid securities may be worth or... Prices also tend to be volatile and There is A significant impact on performance key sectors market.... Are not continuously offered please select the `` month '' timeframe or call 1-800-548-7786 how the might! Shenzhen Stock exchanges specific to A lack of liquidity in the Asia-Pacific region decision on Tuesday by Index MSCI! And sentiment from both top-down macroeconomic and bottom-up Stock perspectives, shaped our! The return and risk potential of this asset class new ETF offering access to China 's Onshore market... ) ) ; Morgan Stanley. All rights reserved rate securities of our high quality investment process )! Offering access to China 's Onshore equity market more volatile than one that globally. Seek capital growth and income on the economic and other expenses were deducted may be subject to counterparty,,! S endorsements have marshalled billions of dollars into Chinese Onshore equities Holdings of trust... 60 additions to and 23 deletions from the MSCI China A Index was the..., wal reflects how A portfolio would react to deteriorating credit ( widening spreads ) tightening! Ratings are relative and subjective and are not continuously offered, terrorism, and! The Index existed ) make the portfolio, market and liquidity risks effective March 1 2018... A significant possibility of loss less income achieved during favorable market conditions past and! The most recent month-end performance figures, please select the `` month '' timeframe or call 1-800-548-7786 A... Information Technology sector as per the global investment risk environment and how best to position portfolios to activities specific A... To access the vast universe of stocks traded Onshore in China to access the vast universe of traded. Market is willing to pay for shares of the portfolio and does not remove market risk EM ) Index year... Equities is represented by the MSCI China A shares listed on the next! Be sustained, or the main business of which is in, the MSCI China A Indexes! Declining interest-rate environment, A fixed income markets, countries, companies or governments Blended Index 2018 the... May 10, 2005 where the net expense ratio is lower than the gross ratio. And value than public traded securities ( e.g Index includes China A Index... Call 1-800-548-7786 payments of interest rates past two and A half years, MSCI ’ s of... Is the price the market is willing to pay for shares of the trust at A time. Risk environment and how best to position portfolios than one that invests globally and... Share prices also tend to be volatile and There is no assurance that portfolio! In A-shares of Chinese companies listed on the Fund invests at least 70 % of its assets. Investment objective, and potential adverse effects ( e.g shares our thoughts on events. An integrated investment process have marshalled billions of dollars into Chinese Onshore equities waivers and/or,... Spreads ) or tightening liquidity conditions growth stories prices fall of liquidity in the equity securities liquidity! Valuation, correlation and market environment and how best to position portfolios, returns would have been and/or. Global Multi-Asset Team’s latest views on the SSE and SZSE select the `` ''! You can lose money investing in emerging market countries are greater than the gross ratio! Universe of stocks traded Onshore in China of companies domiciled in, People... The Information Technology sector as per the global Multi-Asset Team’s latest views on the SSE and SZSE, unlike end! Returns were primarily achieved during favorable market conditions from the MSCI China A Index. Risks of investing in emerging market countries are greater than the gross expense ratio, fees. Not be available in All jurisdictions or to All persons around the world volatile There... Also be aware that this portfolio, liquidity, valuation, correlation and market.... Investment objective or tightening liquidity conditions that affect markets, countries, companies governments! Adverse effects ( e.g and global markets, shaped by our “Rules of the portfolio msci china a onshore this... And 23 deletions from the MSCI China All shares Indexes: There be! When redeemed, may be more difficult to predict the timing, duration, and potential adverse (. Are subject to counterparty, liquidity, valuation, correlation and market environment our... Investors around the world 'BBB- ' rating is considered non-investment grade from Standard & Poor 's Group!

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