BOC (Europe) UCITS SICAV - BOCHK RMB High Yield Bond Fund


The BOC (Europe) UCITS SICAV – BOCHK RMB High Yield Bond Fund seeks to generate long-term capital growth and income through investment in fixed income products predominately in mainland China.

The Fund has been a dependable performer with a highly respectable 8.9% average return p.a. since launch to end-October 2020. Drawdowns before 2020 have been kept at a low level. There are robust investment and risk management processes for its high-yield and investment-grade bonds portfolio.

The Manager benefits from the sizeable resource and network as part of the Bank of China Group in its research credit analysis process through access to government macroeconomic policy changes and microdata and corporate governance intelligence.

Its investment decision style adopts more an “"exclusion"" approach with Chinese high-yield bonds and has helped the Fund avoid significant risks from corporate defaults. However, the committee would like to see a further enhancement to adopting a more inclusive approach.

ESG has been included in an in-house model to help assess risks related to this area, although acknowledged is constrained by robust data availability. They are encouraging signs stewardship and ESG are priority areas to be developed further in the future.

This Fund has been reviewed by ten industry veterans of the Benchmark judging committee.

House Awards: China Fixed Income
Hong Kong – Outstanding Achiever


ISIN: LU1101303177
Inception Date: 10/13/2014
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Investment Style Consistency: 5.00
Environmental Consequence: 3.33
Stewardship – Engagement: 4.44

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