Bloomberg: ChinaAMC China Opportunities Fund has outperformed 98% of its peers year-to-date
On April 17, Bloomberg reported on the performance and investment strategy of ChinaAMC (HK) Limited's ("ChinaAMC (HK)") China Opportunities Fund and conducted an in-depth interview with the fund manager. According to the Bloomberg report on April 17, the fund has delivered outstanding performance, with a year-to-date return of 19%, outperforming approximately 98% of its peers. Its one-year return is close to 69%, fully demonstrating the excellent active management capabilities of ChinaAMC (HK)'s investment team.
The report was published by Bloomberg on April 17.
The fund manager, Fan Lei of ChinaAMC (HK), shared his core investment insights in an exclusive interview with Bloomberg.
Optimistic about AI Prospects
Mr. Fan is optimistic about the entire AI industry chain in China. He expects that while China's internet giants may face short-term pressure due to increased investments, they will benefit in the medium to long term from late-mover advantages and learning effects. In terms of specific areas of focus, he highlighted GPUs, Chinese chips, optical communications in the US supply chain, as well as energy and power generation sectors that support computing power demand.
Global Opportunities in Innovative Drugs
Besides artificial intelligence, innovative drugs are another core area Mr. Fan is currently bullish on. He stated that China has established a "good, fast, and cheap" advantage in biopharmaceutical innovation, with the value of out-licensing deals by Chinese biopharma companies increasing significantly in recent years. He believes the innovative drug sector holds allocation value for the coming years.
ChinaAMC China Opportunities Fund – A Long-Distance Runner
ChinaAMC (HK) is always committed to providing professional asset management services to investors. By focusing on high-quality companies with long-term core competitiveness, it aims to better navigate market volatility and strive for long-term asset appreciation.
$Zhuoyue Ruixin (02687.HK)$Changfei Optical Fiber Cable (06869.HK)$Pop Mart (09992.HK)$Biren Technology (06082.HK)$MINIMAX-W(00100.HK)
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Data source: Bloomberg, https://www.bloomberg.com/news/articles/2026-04-16/china-fund-beating-98-of-peers-bets-on-ai-chain-healthcare, ChinaAMC (HK), as of April 17, 2026.
Investment involves risks, including the possible loss of principal. Past performance is not indicative of future fund returns. Any forecasts, outlooks, or opinions contained herein are for your reference only and are not guaranteed to be realized. This document is for your reference only and does not constitute an offer to buy or sell any securities or funds or to engage in any transaction, nor any investment advice, nor is it prepared for any such offer. The issuer of this material is ChinaAMC (HK) Limited. This material has not been reviewed by the Securities and Futures Commission of Hong Kong.
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