Please note the name of the Antipodes China Fund changed from the Premium China Fund on 22 April 2024.

Antipodes China Fund

The Antipodes China Fund aims to achieve the investment objective by investing in companies across a range of market capitalisations listed in Hong Kong, Mainland China, Macau and Taiwan (Greater China) and companies listed on other exchanges, which have significant assets, investments, production activities, trading or other business interests in the greater China region, or which derive a significant portion or their revenue from the greater China region.

This product is intended for use as a satellite to minor portfolio allocation for a consumer who is seeking capital growth and has a high risk and return profile for that portion of their investment portfolio. It is likely to be consistent with the financial situation and needs of a consumer with a minimum 5-year investment timeframe and who is unlikely to need to withdraw their money on less than one week’s notice.
This product is classified as a Hedge Fund under ASIC Regulatory Guide RG240 and may have complex features. This product is likely to be suitable for investors who have received personal advice.

Key facts

wdt_ID Title Detail
1 Investment manager Antipodes Partners Limited
21 Responsible entity Equity Trustees Limited
22 Strategy China Equity
23 Investment objective The Fund aims to provide long-term capital growth over a three-to-five year horizon.
24 Benchmark
25 Suggested minimum investment period 5 years
26 Risk High
27 Portfolio Allocation1 80-100% Global equities
0-20% Cash
28 Registration Australia
29 Dealing frequency & cut-off Daily / 2pm Sydney
30 Distribution frequency Annually, 30 June
31 Minimum initial investment A$25,000
32 Minimum additional investment A$10,000
33 Strategy inception date Oct-05
36 ARSN 116 380 771
37 Bloomberg code PRCHINA:AU

1The portfolio allocation ranges provided are indicative only. The Fund will be rebalanced within a reasonable period of time should the exposure move outside these ranges.

Net performance

Returns greater than 1 year are annualised. Past performance is no indication of future performance. 1Inception is 28 October 2005. 2Benchmark is MSCI China Index (net div.).

The Fund was previously known as the Premium China Fund. Antipodes Partners Limited became the Investment Manager of the Fund effective 22 April 2024.

Performance chart

Cumulative performance (over selected time horizon)

Returns greater than 1 year are annualised. Past performance is no indication of future performance. Calculations are based on exit price with distributions reinvested.

Unit price history