China expertise. China commitment.

Unrivalled access to the world’s growth engine

Local expertise

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Broad investment suite

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Comprehensive resources

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An opportunity not to be missed

China’s economy continues to be a key driver of global growth. No longer reliant on exports, China is now a leader in innovation and entrepreneurship. With a focus on domestic growth, this dynamic economy is still under-owned by many investors.

 
2nd

Second largest economy in the world.1

 
2nd

Second largest equity and bond markets.2

 
400 million

Largest middle-class in the world.3

 
0.3%

Average Canadian investors’ portfolio allocation to Chinese equities.4

 
< 0.4

Correlation to developed markets for both equities and bonds.5

 
> 3%

Chinese government bonds offer the highest yield among A+ rated issuers.6

Local expertise

Mackenzie is part of Power Corporation, one of China's earliest western business partners. As an industry pioneer, Power Corp. established the Canada China Business Council in 1978 to facilitate and promote business, trade and investment between the two countries.

Partnering locally to grow globally

As one of the leading asset managers in China that invests in the public equity and fixed-income markets, ChinaAMC’s on-the-ground expertise informs their rigorous investment process.

Mackenzie’s close partnership with ChinaAMC uniquely positions us to leverage the potential of the world’s second-largest economy.

An on-the-ground view of China

Marcus Jiang, Senior Vice President at ChinaAMC, provides on-the-ground perspective on the long-term drivers of growth for China’s dynamic economy.

Broad investment suite

Our wide selection of China investment solutions spans asset classes and styles, providing options for active or passive exposure.

Mackenzie ChinaAMC All China Equity Fund

Equity exposure to Chinese markets, both onshore and offshore, to capture future opportunities in China’s new economy.

Mackenzie ChinaAMC All China Bond Fund

China’s government and corporate fixed income markets may provide higher yields and low correlation compared to developed markets.

Mackenzie ChinaAMC Multi-Asset Fund

Single-ticket solution that seeks to capitalize on the opportunities in Chinese equities, while benefiting from the counterbalance that a maturing Chinese bond market provides.

Mackenzie China A-Shares CSI 300 Index ETF (QCH)

Passive exposure to the CSI 300 index, which is comprised of the 300 most liquid A-shares traded in China. It is the only Canadian-listed ETF that gives investors pure play exposure to China A-shares.

Expert insights and resources

Whitepaper

Does China deserve its own allocation?

Many Canadian investors have very low exposure to the opportunity presented by China. Long-term investors should re-examine their understanding of China and revisit their investment exposure.

 

Podcast

China: Unpacking the risk/return potential

ChinaAMC Portfolio Manager Richard Pan discusses his investment philosophy, and the current opportunities and challenges in China’s markets.

Insight

An on-the-ground view of China

On-the-ground perspective of China, how its equity and bond markets have evolved, and what are the long-term drivers of growth for this dynamic economy.

Insight

Open for business: Portfolio construction with China onshore bonds

Insight

Considerations for a stand-alone allocation to Chinese equities

Insight

China takes centre stage in emerging markets

Insight

China’s influence on international markets

Perspective

China’s energy transformation

1 Source: IMF, April 2021

2 Source: Bloomberg, March 2020

3 Source: China Briefing, China’s Middle Class in 5 Simple Questions,  https://www.china-briefing.com/news/chinas-middle-class-5-questions-answered/

4 Source: IFIC as of March 31, 2021

5 Source: Morningstar Direct as of May, 31 2021 (equities); MSCI and Bloomberg, as of 31 December 2020 (bonds)

6 Source: Bloomberg, as of June 30, 2021

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