The EFG GLOBAL YUAN PORTFOLIO Index Certificate is a Swiss Security issued by EFG under ISIN CH0446940410 and traded in US Dollar with a daily liquidity.
Its purpose is to enable investors to build their exposure the the Chinese Yuan through a single security managed as a diversified portfolio of Chinese Assets.

In February 2020, the EFG Global Yuan Index Certificate that we manage completed its first full year of management.

It achieved an annual performance of +20.88 % net of all fees in Yuan

and a performance of +15.89 % net of all fees in US Dollars terms

Performance Statistics

Performance History

Performance Comparisons

In 2020, despite extremely volatile conditions due to the outbreak of the Chinese Coronavirus, EFG Global Yuan Portfolio Index Certificate only lost -0.49 % in Yuan and -0.88 % in US Dollars Year-to-Date, a period during which China’s CSI 300 Index lost -3.82 % and the HSCEI Index lost -6.92 %

In its first year of management, EFG GLOBAL YUAN PORTFOLIO Index Certificate outperformed its own performance objectives by +12.88%
(+20.88 % versus +6 % to + 8 % 5-year rolling average per annum)

It outperformed China’s domestic equity CSI 300 Index by +12.87 %
( +20.88% net versus + 8.01% gross)

and it outperformed China’s H-Shares HSCEI Index by +24.62 %
( +15.89 % net in USD versus – 8.73 % gross in US Dollars)

EFG Global Yuan Portfolio Index Certificate is the perfect instrument to build the exposure of a global portfolio to the Chinese Yuan and Chinese Assets through a diversified portfolio of Chinese equities, bonds, and cash actively managed.

In its first year of existence, a highly complicated and volatile period for Chinese assets marked by the US – China Trade War and the Wuhan Coronavirus, EFG Global Yuan Portfolio Index Certificate achieved strong performances in up markets and protected its assets in down markets.

EFG GLOBAL YUAN PORTFOLIO INDEX CERTIFICATE has DAILY liquidity in US DOLLARS and can be acquired through any bank using the following ISIN Number

ISIN CH0446940410

Download the FEB 2020 monthly Fact sheet

Download the Term Sheet