Fund Documents
About United Greater China Fund
The United Greater China Fund (the "Fund") aims to achieve long-term capital growth primarily through investing in companies with assets or revenues being in or derived from the People's Republic of China, Hong Kong SAR and Taiwan (“Greater China”)*.
*Greater China is a geographical area that encompasses the People’s Republic of China, Hong Kong SAR and Taiwan.
Why Invest
Leverage Greater China's regional interdependency
By investing in Greater China, investors can also harness the growth of China's most mutually dependent markets, Hong Kong and Taiwan. While China remains the main growth engine, the interdependency in the region provides a wider range of mutually beneficial opportunities.
Ride the next wave of Greater China's growth
Greater China's real gross domestic product (GDP) is among the highest globally, and it is poised for a growth recovery. Meanwhile, the region's low consumer price index (CPI) indicates low inflation, which provides room for monetary support.
Key engines propelling the next phase of Greater China’s growth

Rise of domestic consumption
- 62% of China’s urban households expected to be upper-middle and high income by 20305, rising consumer affluence bodes well for domestic economy
- Local Chinese brands have been gaining market share overseas
- China has the highest number of companies within the Fortune Global 5006

A sustainable future
- China aims to achieve carbon neutrality by 2060
- Set to account for 60% of world’s new passenger EV sales7
- Manufactures 80% of global solar panel production8

An innovation-led economy
Save more with US$38 outward telegraphic transfer fees and low trade financing fees.
Here are the potential sectors benefitting from the economic dynamism within Greater China:
Greater China offers diversification and high returns at lower risk11
The Greater China market reduces concentration risk, provides investors with a diversified portfolio, and offers the potential of higher returns at a lower risk.12
Investors can also enjoy diversification benefits due to the region’s relatively low correlation with major broad market indexes and alternative asset classes. It can be used as a satellite component in a core-satellite portfolio.
5-Year returns correlation15
| Index Correlation | MSCI All Country World Index | S&P 500 Index | EURO STOXX 50 Index | Nikkei 225 Index | Straits Times Index | Bloomberg Global Aggregate Bond Index | Bloomberg Commodity Index |
|---|---|---|---|---|---|---|---|
| MSCI Golden Dragon Index | 0.57 | 0.47 | 0.55 | 0.40 | 0.42 | 0.57 | 0.31 |
Strong outperformance
Over the past 10 years, the Fund has outperformed its benchmark, peers and other related markets18.
Powered by AI-Augmentation@UOBAM
The United Greater China Fund applies UOBAM’s proprietary artificial intelligence (AI)-Augmentation capabilities. The Fund was launched in 1997 but revised its approach in 2021 to incorporate insights generated by a unique AI model.
How our investment process creates value:
Data-driven and objective
The process has allowed the Fund to deliver significant outperformance from stock selection. Besides higher long-term returns, it has lower downside risk19, providing strong downside protection in periods of volatility20.
More Information
| Fund Name | United Greater China Fund |
|---|---|
| Investment Objective | Aims to achieve long-term capital growth primarily through investment in companies with assets or revenues being in or derived from the People’s Republic of China, Hong Kong SAR and Taiwan. |
| Fund Classes Available23 | Class A SGD Acc Class A SGD Acc (Ref. USD) |
| Subscription Mode24 | SGD: Cash and SRS USD: Cash |
| Minimum Subscription24 | S$1,000/US$1,000 (initial); S$500/US$500 (subsequent) |
| Subscription Fee24 | Currently up to 5%; maximum 5% |
| Management Fee24 | Currently 1.5% p.a.; maximum 1.5% p.a. |
| Dealing Frequency & Deadline24 | Generally every business day, on a forward pricing basis up till 3pm (Singapore time) |



















