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China Stars Fund

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Allocation as of April 30, 2026.

Sectors %
Consumer 40%
Communication 20%
Financials 16%
Healthcare 7%
Industrials 6%
Real Estate 6%
Info tech 4%
5 largest holdings %
Alibaba Group
Tencent Holdings
CATL
BYD
Midea Group
Market breakdown
Fund facts
Portfolio Manager Gustav Rhenman
Inception date 28 August, 2017
AUM SEK 161 million
Number of holdings 35
Management fee 1.35% + 10% perf. fee
  • Goldman Sachs: China’s yuan still undervalued, has room to strengthen 12/5 2026 14:45
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  • Singapore flags weaker tourism spending as global travel industry faces uncertainty 11/5 2026 14:30
  • Trump invites Elon Musk, Tim Cook, Larry Fink and other CEOs to join China trip for Xi summit 11/5 2026 14:30
  • ‘Not a Chance Hormuz Opens’: How Wall Street’s new NACHO trade bets on a prolonged oil shock 08/5 2026 14:45
  • Trump's Tariff Policy Is a Complete Failure, Former US Assistant Secretary of State Thomas Fingar Says 07/5 2026 14:45
  • China’s May Day Inbound Tourists Seek Bathhouses, Bargains Beyond Big Cities 06/5 2026 14:45
  • Chinese Mainland-Listed Firms Earn Record 17% of Revenue From Overseas in 2025 06/5 2026 14:45
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    Asia Growth Capital Management, Lästmakargatan 18, 2 tr. SE-111 44 Stockholm, Sweden
    Phone: +46 708 45 45 00. © 2026. Alla rights AGCM

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    DISCLAIMER AGCM Asia Growth Fund is subject to risk and its units may increase as well as decrease in value. Past performance is no guarantee for future returns. An investment in an equity fund should be considered as a long term investment that may potentially render a higher return than traditional bank savings or investments in money market or bond funds.This webpage consists of information regarding the fund and should not be understood as investment advice regarding your potential investment in the fund. AGCM does not provide investment advice. The investor must before investing in the fund – potentially together with a financial advisor – assesses the investment with regard to, for instance, his or her risk tolerance, income, age and need for liquidity. We recommend that you read the Key investor information document and the Prospectus of the fund before investing in the fund. These documents are available at the AGCM webpage.You can also ask for information via e-mail info@agcm.se