MarketGrader China New Economy Index

Strategy

The MarketGrader China New Economy Index consists of 120 fundamentally sound companies domiciled in China and traded publicly in the Shanghai Stock Exchange or the Shenzhen Stock Exchange from the Consumer Discretionary, Consumer Staples, Health Care and Technology sectors. Constituents are selected based on MarketGrader’s Score, which rewards companies with strong growth characteristics and sound fundamental indicators of quality, without overpaying for their shares. The Index’s objective is to give investors access to the best compounders of growth in the fastest growing sectors fn one of the world’s fastest growing economies.

Base Date

December 31, 2007

Publication Date

August 18, 2021

No. of Constituents

120

Minimum Market Cap

USD 500 million

Minimum Liquidity

3-Month Average Daily Trading Volume of USD 5 million

Weighting

Equal weighting across sectors (25% Consumer Discretionary, 25% Consumer Staples, 25% Health Care, 25% Technology) and across constituents.

Sector Limit

25% of constituents (30 companies)

Geographic Exposure

Mainland China

Rebalance Frequency

Semi-annually on the second Friday of June and December

Underlying Universe

All companies domiciled in China from the Consumer Discretionary, Consumer Staples, Health Care and Technology sectors, whose shares are listed on the Shanghai Stock Exchange or the Shenzhen Stock Exchange.

Ticker Symbols

MGCNEAUP — Price Return (AUD)
MGCNEAUT — Total Return (AUD)
MGCNEAUN — Net Total Return (AUD)

MGCNECNP — Price Return (CNY)
MGCNECNT — Total Return (CNY)
MGCNECNN — Net Total Return (CNY)

MGCNEUSP — Price Return (USD)
MGCNEUST — Total Return (USD)
MGCNEUSN — Net Total Return (USD)

Literature

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MarketGrader China New Economy Index

Overview

Snapshot

Constituents

Breakdown

Performance