China remains one of the world’s most distinctive equity markets. Investing there requires proximity to the market, on-the-ground experience, and a clear view of which companies have the potential to create sustainable value over the long term.
With Metzler China Equity RMB, institutional investors gain direct access to Chinese A-shares – domestic stocks traded in the local currency, the renminbi. This fund provides an opportunity to participate selectively in the growth of the Chinese economy.
We have entrusted portfolio management to our local partner, Zhong Ou Asset Management International Limited in Hong Kong because a local manager understands the particular characteristics of the Chinese capital market, has in-depth experience across the region’s industries, and has access to key company data and information. More than 90 portfolio managers and analysts monitor around 4,000 stocks throughout mainland China and Hong Kong.
Our goal: To identify companies with strong fundamentals, growth potential, and attractive valuations.
In 2012, Metzler Asset Management GmbH received approval from the Chinese securities regulator to invest directly on the stock exchanges in Shanghai and Shenzhen.
China’s equity market combines high market capitalization, broad diversification, attractive valuations, and long-term return potential. Its structure reflects the transformation of the Chinese economy.
The market leadership of Chinese companies across many industries can create competitive advantages, expanding margins, and long-term capital appreciation.
With the support of our local partner, we ensure that sustainability considerations are incorporated into the fund’s investment process.
We provide institutional investors with access to Chinese A-shares via our non-UCITS fund Metzler China Equity RMB.
Factsheets, sales prospectuses, and PRIIPs KIDs for our retail funds can be found under Fund Prices & Documents.
Investing in Japan requires more than just access to the market. It requires an understanding of its companies, culture, and decision-making processes. For institutional Japanese clients, Metzler combines portfolio management from Frankfurt with a local presence in Tokyo – and a network built over decades.
In addition to managing Japanese equity mandates, Metzler advises Japanese companies on M&A transactions in the German market, on both the sell-side and buy-side. We also support clients from Japan with their real estate investments in the USA and Germany.
For managing Japanese equity funds, we work with T&D Asset Management and Nissay Asset Management – two experienced partners based in Tokyo.
Our goal: To provide institutional Japanese investors with specialized financial services.
Metzler Asset Management (Japan) Ltd. was established in Tokyo in 2001. Client services and reporting are provided locally in Japanese, while portfolio management is handled by Metzler Asset Management in Frankfurt.
T&D Asset Management is part of the T&D Life Group. For stock selection, T&D uses its proprietary value scoring model to analyze companies included in the TOPIX.
Nissay Asset Management is the asset management arm of the Nippon Life Group. Nissay Asset Management works with each client to tailor the equity strategy to the client’s individual needs.
Our Japanese partners also take sustainability considerations into account when constructing equity portfolios.
Gerhard Wiesheu, CEO, has longstanding ties to Japan. In various roles, he supports economic and cultural relations between Germany and Japan.
