China Medical and Health Industries
Product Summary
Quick Look:
A fund focused on the rapidly expanding healthcare sector of China. This sector is made up of pharmaceuticals, biotechnology, life sciences, health tech, medical equipment, and healthcare providers.
From the Fund Manager:
The medical and health industry referred to by this fund specifically includes the following three types of companies: 1) Listed companies related to the medical industry, including pharmaceutical R&D and production (chemical pharmaceuticals, traditional Chinese medicine, biological products), pharmaceutical commerce, medical equipment, medical services, and medical care Information technology and other industries; 2) Listed companies related to the health industry, including health care products, health care, health testing, health care, and other industries. The fund manager will continue to track macroeconomics, national policies, market demand, industry competition patterns, and development trends.
View full prospectus (in Chinese)
Fund Facts
** Expense ratio amounts are already included in the return and daily value figures listed. More info on fees.
Recent Performance
| Time Period | Average Return, China Medical and Health Industries Fund | Return of CSI 300 Index benchmark (?) |
|---|---|---|
| 3 months | 6.39% | 11.36% |
| 6 months | -4.36% | -2.39% |
| 1 year | -17.02% | -13.31% |
| 2 years | -29.36% | -23.65% |
| 3 years | 20.06% | -0.10% |
| 5 years | 63.06% | -2.42% |
| Since inception (2017/5/19) | 68.45% | |
| Updated | 2023/1/20 |
Returns Comparison
This chart illustrates the fund performance in comparison to the general Chinese markets over the last 5 years (2018/1/20-2023/1/20). The China Medical and Health Industries fund is in blue, the CSI 300 Index in red, and the Shanghai & Shenzhen Composite in orange.
Over this timeframe, the China Medical and Health Industries fund outperformed the CSI 300 Index by 65.48% and the Shanghai & Shenzhen Composite by 69.46%.
Top 10 Holdings
Hypothetical Portfolio Growth
Returns Comparison
This chart illustrates the fund performance in comparison to the general Chinese markets over the last 5 years (2018/1/20-2023/1/20). The China Medical and Health Industries fund is in blue, the CSI 300 Index in red, and the Shanghai & Shenzhen Composite in orange.
Over this timeframe, the China Medical and Health Industries fund outperformed the CSI 300 Index by 65.48% and the Shanghai & Shenzhen Composite by 69.46%.
