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Foreign investment in China's equity market is growing at a rapid rate.


In recent months, the increased location in several widely followed and traded indices has kept the spotlight squarely on the domestically listed A Shares, but portfolio managers need to balance their exposure to China to minimize the volatility that is a feature of the retail-driven A Shares market. There are eight other China share classes that managers and investors can use to achieve this, and many of them offer the chance for excess returns in their own right. 

The demand from both investors and the financial industry for a reliable and regular source of data on these share classes was clear. Responding to that demand, EPFR is launching its latest dataset - China Share Class Allocations.



EPFR dataset coverage


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


Global indices updates


Global indices have increased weightings to domestic China Stocks, such as an estimated excess of 4% China A share inclusion in the MSCI Emerging markets index and up to 6% China A share inclusion in the FTSE Russell indices.



 The new dataset allows investors to access:


  • Foreign 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

 Key benefits


  • Access to 800 funds with AUM of close to USD $2 trillion
  • Unrivaled 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 123,000 share classes with $35 trillion in AUM that it tracks daily, weekly, and monthly to meet specific client needs.


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