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Dealing from a full deck – China Share Class Allocations





Utilising the full set of share classes to shape a more reliable exposure to China.

The demand from both investors and the financial industry for a reliable and
regular source of data on China share classes has never been more clear.
Responding to that demand, we launched the EPFR China Share Class Allocations
dataset which offers:

  • Portfolio managers the opportunity to balance exposure to China
    and minimize A-shares market volatility.
  • The chance for excess returns from access to the full nine China share classes.
  • An understanding of investor sentiment towards China with combined mutual
    fund and ETF data to deep dive into a traditionally ‘opaque’ market.
  • An equity market’s total market value in excess of $12 trillion in more than
    4,000 publicly traded Chinese securities. 

EPFR China Share Class Allocations Tech paper

A shares | B shares | H shares | N shares |P chip | S chip | T chip | Red chip | ADRs

China: should it be in an asset class of its own?

Technical paper authored by Manager of quantitative strategies, Steven Shen

Our latest technical paper discusses China as an asset class from the perspective of
the EPFR China Flows and Positioning datasets. China Share Class Allocations (CSCA)
is the latest in a progression of datasets offered by EPFR that shed light on China,
stretching back to Emerging Markets Equity Fund flows in 1995.

CSCA data, and EPFR Fund and Country Flow data, illustrates the desire of many
investors - and some fund managers - to get exposure to China’s growth story with
a minimum of direct involvement in China’s retail-driven domestic markets. Foreign
listed Chinese shares remain the only group where EPFR-tracked managers are
overweight the benchmark and, at times this year, flows have bypassed dedicated
China Equity Funds in favor of Greater China and Taiwan Equity Funds.


Key benefits


  • Access to 800 funds with AUM of close to USD $2 trillion
  • Unrivalled coverage of China, Greater China, Asia
    (excluding Japan), and global emerging markets
  • Ability to focus on funds with exposure to China and
    benchmarks with China exposure
  • Search through historical data panning back 6 years
  • Receive monthly reports by email or FTP

EPFR is long established as the leading source of data on mutual fund flows and allocations.

EPFR is increasingly leveraging the 133,855 share classes, with a collective AUM of close to $47 trillion,
that it tracks daily, weekly, and monthly to meet specific client needs.

Any questions?

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