Executive summary: IA China/Greater China sector performance
This review analyses the 66 main share class funds in the Investment Association (IA) China/Greater China sector. It highlights sector-average returns and the dispersion between the best and worst performing funds, then drills down into the top and bottom performers across eight timeframes (1 month through 10 years). Where available, the analysis also references ongoing charges (OCF), volatility and star ratings to add a risk-and-cost lens.
|
Key takeaways
|
Sector snapshot: universe size, fees and volatility
Coverage by timeframe
Not all funds have a full performance history across every timeframe due to their inception date. The counts below show how many funds have non-missing data in each period.
|
Timeframe |
Funds with data |
|
1 Month |
66 |
|
3 Months |
65 |
|
6 Months |
65 |
|
1 Year |
64 |
|
2 Years |
62 |
|
3 Years |
61 |
|
5 Years |
53 |
|
10 Years |
36 |
Source: hub.yodelar.com.
Fees (OCF) in the sector
OCF stands for Ongoing Charges Figure. It represents the total annual operating costs of running an investment fund, expressed as a percentage of the fund’s assets, and is deducted directly from the fund’s value rather than charged separately to investors. The OCF includes the annual management charge, investment management fees, administration costs, custody and depositary fees, audit and regulatory expenses. It does not include transaction costs, performance fees, or any platform and adviser charges.
Across the 66 funds, the average OCF is 0.94% and the median (the middle value in the data) is 0.95%. The cheapest option in the dataset is Franklin FTSE China UCITS ETF SINGL ACC USD (0.19%), while the highest OCF is Schroder ISF Greater China A1 Acc NAV USD (2.34%).
Volatility range
A fund’s volatility measures how much its returns fluctuate over time, typically expressed as the annualised standard deviation of returns. It shows the degree of variability around the average return - in other words, how stable or unstable performance has been.
Using the volatility figures provided (excluding funds with a volatility figure of zero), the median volatility is 16.59. The lowest volatility fund is Ninety One China A Shares IX USD (10.99), while the highest volatility value in the dataset is Invesco ChiNext 50 UCITS ETF Acc USD (38.56).
Higher volatility indicates larger and more frequent price swings (greater short-term risk), while lower volatility suggests more consistent performance. Importantly, volatility measures dispersion, not direction - a fund can have high volatility with strong returns, but it implies a wider range of potential outcomes and greater uncertainty for investors.
Sector performance summary: averages, best and worst performing
The table below summarises sector-average returns and highlights the best and worst performance in each timeframe, along with the spread between them (a simple measure of dispersion).
|
Timeframe |
Funds |
Sector avg (%) |
Best fund (name) |
Best return (%) |
Worst fund (name) |
Worst return (%) |
Best-worst spread (pp) |
|
1 Month |
66 |
3.48 |
T. Rowe Price China Evolution Equity C Acc |
9.24 |
Comgest Growth China U Acc GBP |
-1.28 |
10.52 |
|
3 Months |
65 |
-0.88 |
T. Rowe Price China Evolution Equity C Acc |
9.66 |
UBS Solactive China Technology UCITS ETF USD |
-10.61 |
20.27 |
|
6 Months |
65 |
13.87 |
Invesco ChiNext 50 UCITS ETF Acc USD |
57.81 |
UBS MSCI China Universal UCITS ETF Dis USD |
1.09 |
56.72 |
|
1 Year |
64 |
26.02 |
Invesco ChiNext 50 UCITS ETF Acc USD |
69.27 |
Comgest Growth China U Acc GBP |
9.78 |
59.49 |
|
2 Years |
62 |
54.17 |
Jupiter China I Acc |
75.58 |
Comgest Growth China U Acc GBP |
26.24 |
49.34 |
|
3 Years |
61 |
5.21 |
Ninety One China A Shares IX USD |
45.32 |
FSSA All China B Acc GBP |
-14.65 |
59.97 |
|
5 Years |
53 |
-20.67 |
AB China A Share Equity Portfolio I GBP |
11.81 |
Fidelity China W Acc |
-39.68 |
51.49 |
|
10 Years |
36 |
103.96 |
JPM Greater China C Acc NAV USD |
212.66 |
Amundi MSCI China ESG Selection Extra Acc EUR |
25.56 |
187.10 |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Download the full China Sector review instantly and at no cost, including all the data, and fund tables - click here
Consistency analysis: repeat winners and repeat laggards
Single-period returns can be noisy. especially over a short timeframe, don't tell us much. A more robust indicator is how often a fund appears in the top or bottom quartile of its sector (i.e. the top or bottom 25%) across longer, or multiple timeframes. The tables below rank funds by how often they appear in the top quartile (Q1) or bottom quartile (Q4), using the quartile columns supplied in the full report.
Most consistently top-quartile funds (by frequency)
|
Fund |
No. of times appear in top quartile |
Periods reviewed |
Avg quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
T. Rowe Price China Evolution Equity A |
7 |
7 |
1.00 |
1.87 |
12.45 |
★★★★★ |
|
T. Rowe Price China Evolution Equity C Acc |
6 |
6 |
1.00 |
0.81 |
13.20 |
★★★★ |
|
Invesco ChiNext 50 UCITS ETF Acc USD |
4 |
4 |
1.00 |
0.49 |
38.56 |
★★★ |
|
Jupiter China Equity S Acc GBP |
6 |
8 |
1.50 |
1.39 |
15.59 |
★★★★★ |
|
RBC Funds (Lux) China Equity B Acc USD |
5 |
7 |
1.43 |
0.99 |
21.21 |
★★★★ |
|
FI Institutional China A-Shares Equity Sterling Class Shares (unhedged) |
2 |
3 |
1.33 |
1.30 |
0.00 |
★★★★ |
|
Jupiter China I Acc |
5 |
8 |
1.88 |
0.99 |
14.83 |
★★★★★ |
|
Allianz China A-Shares Equity W Acc GBP |
4 |
7 |
1.43 |
0.93 |
20.52 |
★★★ |
|
AB China A Share Equity Portfolio I GBP |
4 |
7 |
1.57 |
1.17 |
16.61 |
★★★★ |
|
Ninety One China A Shares IX USD |
4 |
7 |
1.57 |
1.23 |
10.99 |
★★★★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Most consistently bottom-quartile funds (by frequency)
|
Fund |
No. of times appear in bottom quartile |
Periods reviewed |
Avg quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
GAM Star China Equity Institutional Acc GBP |
8 |
8 |
4.00 |
1.18 |
20.71 |
★ |
|
Comgest Growth China U Acc GBP |
8 |
8 |
4.00 |
1.39 |
14.87 |
★ |
|
Wellington All-China Focus Equity N U Acc GBP |
7 |
7 |
4.00 |
1.25 |
16.15 |
★ |
|
FSSA All China B Acc GBP |
6 |
7 |
3.86 |
0.95 |
15.03 |
★ |
|
GAM Multistock - China Evolution Equity R GBP |
5 |
7 |
3.71 |
1.06 |
21.14 |
★ |
|
Fidelity China W Acc |
5 |
8 |
3.62 |
0.30 |
14.24 |
★ |
|
iShares China Large Cap UCITS ETF USD |
5 |
8 |
3.00 |
0.74 |
16.04 |
★★ |
|
Polar China Stars I GBP |
4 |
7 |
3.43 |
0.87 |
16.04 |
★ |
|
UBS MSCI China Universal UCITS ETF Dis USD |
4 |
7 |
3.29 |
0.30 |
13.24 |
★★ |
|
Fidelity China Innovation Y Acc USD |
4 |
8 |
3.50 |
1.10 |
15.53 |
★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Timeframe deep-dives: top and bottom funds
Each section below provides: the sector average, the top 5 and bottom 5 funds, and a brief interpretation of what the dispersion implies. Returns are shown in percent terms.
1 Month performance
Sector average: 3.48% | Funds with data: 66 | Best return: 9.24% | Worst return: -1.28% | Spread: 10.52 pp.
Top 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Top 5 Funds - 1st quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
T. Rowe Price China Evolution Equity C Acc |
9.24 |
5.76 |
1/66 |
0.81 |
13.20 |
★★★★ |
|
T. Rowe Price China Evolution Equity A |
9.19 |
5.71 |
2/66 |
1.87 |
12.45 |
★★★★★ |
|
Schroder ISF Greater China A1 Acc NAV USD |
8.02 |
4.54 |
3/66 |
2.34 |
15.15 |
★★★★ |
|
Quilter Investors China Equity U2 Acc GBP |
7.62 |
4.14 |
4/66 |
0.75 |
17.04 |
★★★ |
|
Janus Henderson China Opportunities I Acc |
7.52 |
4.04 |
5/66 |
0.88 |
17.74 |
★★★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Bottom 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Bottom 5 Funds - 4th quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
Comgest Growth China U Acc GBP |
-1.28 |
-4.76 |
66/66 |
1.39 |
14.87 |
★ |
|
GAM Star China Equity Institutional Acc GBP |
-1.09 |
-4.57 |
65/66 |
1.18 |
20.71 |
★ |
|
FSSA All China B Acc GBP |
-0.63 |
-4.11 |
64/66 |
0.95 |
15.03 |
★ |
|
GAM Multistock - China Evolution Equity R GBP |
0.07 |
-3.41 |
63/66 |
1.06 |
21.14 |
★ |
|
UBS MSCI China Universal UCITS ETF Dis USD |
0.55 |
-2.93 |
62/66 |
0.30 |
13.24 |
★★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Data-led notes: Best fund: T. Rowe Price China Evolution Equity C Acc (9.24%, Q1). Worst fund: Comgest Growth China U Acc GBP (-1.28%, Q4). Excess vs sector: +5.76 pp (top) and -4.76 pp (bottom).
3 Months performance
Sector average: -0.88% | Funds with data: 65 | Best return: 9.66% | Worst return: -10.61% | Spread: 20.27 pp.
Top 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Top 5 Funds - top quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
T. Rowe Price China Evolution Equity C Acc |
9.66 |
10.54 |
1/65 |
0.81 |
13.20 |
★★★★ |
|
T. Rowe Price China Evolution Equity A |
8.82 |
9.70 |
2/65 |
1.87 |
12.45 |
★★★★★ |
|
Guinness China A share Y Acc GBP |
7.04 |
7.92 |
3/65 |
0.77 |
16.40 |
★★ |
|
GS China A-Share Equity Portfolio R Class Shares Acc GBP |
6.66 |
7.54 |
4/65 |
1.00 |
17.42 |
★★ |
|
UBS MSCI Hong Kong UCITS ETF A Dis HKD |
6.24 |
7.12 |
5/65 |
0.45 |
12.81 |
★★★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Bottom 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Bottom 5 Funds - 4th quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
UBS Solactive China Technology UCITS ETF USD |
-10.61 |
-9.73 |
65/65 |
0.47 |
26.91 |
★★★ |
|
GAM Multistock - China Evolution Equity R GBP |
-9.02 |
-8.14 |
64/65 |
1.06 |
21.14 |
★ |
|
GAM Star China Equity Institutional Acc GBP |
-8.97 |
-8.09 |
63/65 |
1.18 |
20.71 |
★ |
|
Invesco MSCI China Technology All Shares Stock Connect UCITS ETF Acc |
-7.01 |
-6.13 |
62/65 |
0.49 |
24.07 |
★★ |
|
Comgest Growth China U Acc GBP |
-6.26 |
-5.38 |
61/65 |
1.39 |
14.87 |
★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns.
6 Months performance
Sector average: 13.87% | Funds with data: 65 | Best return: 57.81% | Worst return: 1.09% | Spread: 56.72 pp.
These windows often capture a full swing in leadership; dispersion here is a useful signal of style sensitivity.
Top 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Top 5 Funds - top quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
Invesco ChiNext 50 UCITS ETF Acc USD |
57.81 |
43.94 |
1/65 |
0.49 |
38.56 |
★★★ |
|
Allianz China A-Shares Equity W Acc GBP |
34.64 |
20.77 |
2/65 |
0.93 |
20.52 |
★★★ |
|
GS China A-Share Equity Portfolio R Class Shares Acc GBP |
28.83 |
14.96 |
3/65 |
1.00 |
17.42 |
★★ |
|
FI Institutional China A-Shares Equity Sterling Class Shares (unhedged) |
27.48 |
13.61 |
4/65 |
1.30 |
0.00 |
★★★★ |
|
T. Rowe Price China Evolution Equity C Acc |
27.12 |
13.25 |
5/65 |
0.81 |
13.20 |
★★★★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Bottom 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Bottom 5 Funds - 4th quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
UBS MSCI China Universal UCITS ETF Dis USD |
1.09 |
-12.78 |
65/65 |
0.30 |
13.24 |
★★
|
|
iShares China Large Cap UCITS ETF USD |
1.14 |
-12.73 |
64/65 |
0.74 |
16.04 |
★★ |
|
UBS Solactive China Technology UCITS ETF USD |
1.73 |
-12.14 |
63/65 |
0.47 |
26.91 |
★★★ |
|
FSSA All China B Acc GBP |
2.98 |
-10.89 |
62/65 |
0.95 |
15.03 |
★ |
|
GAM Star China Equity Institutional Acc GBP |
3.06 |
-10.81 |
61/65 |
1.18 |
20.71 |
★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
1 Year performance
Sector average: 26.02% | Funds with data: 64 | Best return: 69.27% | Worst return: 9.78% | Spread: 59.49 pp.
These windows often capture a full swing in leadership; dispersion here is a useful signal of style sensitivity.
Top 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Top 5 Funds - top quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
Invesco ChiNext 50 UCITS ETF Acc USD |
69.27 |
43.25 |
1/64 |
0.49 |
38.56 |
★★★ |
|
RBC Funds (Lux) China Equity B Acc USD |
45.69 |
19.67 |
2/64 |
0.99 |
21.21 |
★★★★ |
|
Janus Henderson China Opportunities I Acc |
38.07 |
12.05 |
3/64 |
0.88 |
17.74 |
★★★ |
|
Janus Henderson Horizon China Opportunities H2 USD |
37.56 |
11.54 |
4/64 |
1.10 |
17.21 |
★★ |
|
Quilter Investors China Equity U2 Acc GBP |
37.44 |
11.42 |
5/64 |
0.75 |
17.04 |
★★★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Bottom 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Bottom 5 Funds - 4th quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
Comgest Growth China U Acc GBP |
9.78 |
-16.24 |
64/64 |
1.39 |
14.87 |
★ |
|
FSSA All China B Acc GBP |
12.67 |
-13.35 |
63/64 |
0.95 |
15.03 |
★ |
|
FSSA Greater China Growth B Acc GBP |
14.07 |
-11.95 |
62/64 |
1.09 |
13.44 |
★★ |
|
Wellington All-China Focus Equity N U Acc GBP |
14.86 |
-11.16 |
61/64 |
1.25 |
16.15 |
★ |
|
GAM Star China Equity Institutional Acc GBP |
15.18 |
-10.84 |
60/64 |
1.18 |
20.71 |
★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
2 Years performance
Sector average: 54.17% | Funds with data: 62 | Best return: 75.58% | Worst return: 26.24% | Spread: 49.34 pp.
Multi-year results provide a clearer view of performance consistency.
Top 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Top 5 Funds - top quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
Jupiter China I Acc |
75.58 |
21.41 |
1/62 |
0.99 |
14.83 |
★★★★★ |
|
RBC Funds (Lux) China Equity B Acc USD |
75.53 |
21.36 |
2/62 |
0.99 |
21.21 |
★★★★ |
|
Jupiter China Equity S Acc GBP |
73.77 |
19.60 |
3/62 |
1.39 |
15.59 |
★★★★★ |
|
UBS Solactive China Technology UCITS ETF USD |
71.74 |
17.57 |
4/62 |
0.47 |
26.91 |
★★★ |
|
T. Rowe Price China Evolution Equity C Acc |
70.80 |
16.63 |
5/62 |
0.81 |
13.20 |
★★★★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Bottom 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Bottom 5 Funds - 4th quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
Comgest Growth China U Acc GBP |
26.24 |
-27.93 |
62/62 |
1.39 |
14.87 |
★ |
|
Fidelity China W Acc |
30.89 |
-23.28 |
61/62 |
0.30 |
14.24 |
★ |
|
FSSA Greater China Growth B Acc GBP |
32.23 |
-21.94 |
60/62 |
1.09 |
13.44 |
★★ |
|
Guinness China A share Y Acc GBP |
35.63 |
-18.54 |
59/62 |
0.77 |
16.40 |
★★ |
|
FSSA All China B Acc GBP |
37.08 |
-17.09 |
58/62 |
0.95 |
15.03 |
★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Download the full China Sector review instantly and at no cost, including all the data, fund tables, and worksheets - click here
3 Years performance
Sector average: 5.21% | Funds with data: 61 | Best return: 45.32% | Worst return: -14.65% | Spread: 59.97 pp.
Multi-year results provide a clearer view of repeatability and process durability versus one-off tailwinds.
Top 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Top 5 Funds - top quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
Ninety One China A Shares IX USD |
45.32 |
40.11 |
1/61 |
1.23 |
10.99 |
★★★★ |
|
RBC Funds (Lux) China Equity B Acc USD |
26.38 |
21.17 |
2/61 |
0.99 |
21.21 |
★★★★ |
|
Federated Hermes China Equity F Acc GBP |
22.65 |
17.44 |
3/61 |
0.95 |
18.18 |
★★★ |
|
AB China A Share Equity Portfolio I GBP |
21.63 |
16.42 |
4/61 |
1.17 |
16.61 |
★★★★ |
|
Jupiter China I Acc |
20.83 |
15.62 |
5/61 |
0.99 |
14.83 |
★★★★★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Bottom 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Bottom 5 Funds - 4th quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
FSSA All China B Acc GBP |
-14.65 |
-19.86 |
61/61 |
0.95 |
15.03 |
★ |
|
Wellington All-China Focus Equity N U Acc GBP |
-13.84 |
-19.05 |
60/61 |
1.25 |
16.15 |
★ |
|
Fidelity China W Acc |
-13.58 |
-18.79 |
59/61 |
0.30 |
14.24 |
★ |
|
Comgest Growth China U Acc GBP |
-13.14 |
-18.35 |
58/61 |
1.39 |
14.87 |
★ |
|
abrdn SICAV I - All China Sustainable Equity X Acc GBP |
-8.35 |
-13.56 |
57/61 |
1.08 |
18.42 |
★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
5 Years performance
Sector average: -20.67% | Funds with data: 53 | Best return: 11.81% | Worst return: -39.68% | Spread: 51.49 pp.
Top 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Top 5 Funds - top quartile |
Quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
AB China A Share Equity Portfolio I GBP |
11.81 |
32.48 |
1/53 |
Q1 |
1.17 |
16.61 |
★★★★ |
|
UBS MSCI Hong Kong UCITS ETF A Dis HKD |
4.36 |
25.03 |
2/53 |
Q1 |
0.45 |
12.81 |
★★★ |
|
Ninety One China A Shares IX USD |
-0.28 |
20.39 |
3/53 |
Q1 |
1.23 |
10.99 |
★★★★ |
|
Jupiter China I Acc |
-3.42 |
17.25 |
4/53 |
Q1 |
0.99 |
14.83 |
★★★★★ |
|
T. Rowe Price China Evolution Equity A |
-3.81 |
16.86 |
5/53 |
Q1 |
1.87 |
12.45 |
★★★★★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Bottom 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Bottom 5 Funds - 4th quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
Fidelity China W Acc |
-39.68 |
-19.01 |
53/53 |
0.30 |
14.24 |
★ |
|
Templeton China W Acc GBP |
-37.87 |
-17.20 |
52/53 |
1.31 |
16.08 |
★ |
|
GAM Star China Equity Institutional Acc GBP |
-36.92 |
-16.25 |
51/53 |
1.18 |
20.71 |
★ |
|
Wellington All-China Focus Equity N U Acc GBP |
-35.86 |
-15.19 |
50/53 |
1.25 |
16.15 |
★ |
|
Invesco China New Perspective Equity Z-AD Inc USD |
-34.66 |
-13.99 |
49/53 |
1.28 |
17.00 |
★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
10 Years performance
Sector average: 103.96% | Funds with data: 36 | Best return: 212.66% | Worst return: 25.56% | Spread: 187.10 pp.
Top 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Top 5 Funds - top quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
JPM Greater China C Acc NAV USD |
212.66 |
108.70 |
1/36 |
0.96 |
14.79 |
★★★ |
|
Matthews China Discovery I Acc USD |
178.85 |
74.89 |
2/36 |
1.25 |
14.62 |
★ |
|
Schroder ISF Greater China A1 Acc NAV USD |
175.19 |
71.23 |
3/36 |
2.34 |
15.15 |
★★★★ |
|
Baillie Gifford China B Acc |
166.81 |
62.85 |
4/36 |
0.78 |
18.18 |
★★ |
|
Fidelity Greater China Y Acc USD |
163.97 |
60.01 |
5/36 |
1.08 |
12.55 |
★★★★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Bottom 5 funds
|
Fund |
Return (%) |
Excess vs sector (pp) |
Bottom 5 Funds - 4th quartile |
Quartile |
OCF (%) |
Volatility |
Yodelar Rating |
|
Amundi MSCI China ESG Selection Extra Acc EUR |
25.56 |
-78.40 |
36/36 |
Q4 |
0.65 |
22.96 |
★★ |
|
GAM Star China Equity Institutional Acc GBP |
39.24 |
-64.72 |
35/36 |
Q4 |
1.18 |
20.71 |
★ |
|
Jupiter China I Acc |
53.20 |
-50.76 |
34/36 |
Q4 |
0.99 |
14.83 |
★★★★★ |
|
Nomura China I USD |
61.34 |
-42.62 |
33/36 |
Q4 |
1.75 |
19.04 |
★ |
|
Comgest Growth China U Acc GBP |
67.80 |
-36.16 |
32/36 |
Q4 |
1.39 |
14.87 |
★ |
*Source: hub.yodelar.com **Performance figures up to 29th January 2026. ***Past performance is not a guide to future returns
Fees and risk lens: what the IA China sector data suggests
Two practical observations stand out when combining performance, fees (OCF) and volatility in this dataset:
- Low cost does not guarantee outperformance. In this dataset, some low-fee options still rank in the bottom quartile over longer horizons.
- Higher volatility can coincide with higher returns in certain windows, but the relationship is not consistent across the sector. Evaluate volatility alongside track record and quartile consistency.
FAQs
Which fund is top of the IA China/Greater China sector over 1 month?
In this dataset, T. Rowe Price China Evolution Equity C Acc ranks first over 1 month with a return of 9.24% (rank 1/66).
Which fund is best over 1 year?
The top 1-year fund in this dataset is Invesco ChiNext 50 UCITS ETF Acc USD with 69.27%.
What is the IA China/Greater China sector average return over 5 years?
The 5-year sector average return shown in the supplied data is -20.67% (based on 53 funds with 5-year data).
Which funds are the most consistently weak across different timeframes?
It is important to note that this only takes into account funds with a longer term performance history - Comgest Growth China U Acc GBP and GAM Star China Equity Institutional Acc GBP appear in the bottom quartile in every available timeframe in this dataset.
Why can rankings change so much between 3 months and 2 years?
China and Greater China equity strategies can experience sharp volatility during different periods. As a result, fund performance can vary significantly between 3 months and 2 years.
Important Risk Warning
This article is not personal advice. This article gives information as to past performance of investments. Past performance is not a reliable indicator of future performance. Always seek personal advice from an FCA regulated adviser. The value of investments will rise and fall, so you could get less that what you put in.
