PENGHUA FUND MANAGEMENT CO LTDPENGHUA FUND MANAGEMENT CO LTDPENGHUA FUND MANAGEMENT CO LTD

PENGHUA FUND MANAGEMENT CO LTD

No trades
No trades

Key stats


Assets under management (AUM)
Fund flows (1Y)
Dividend yield (indicated)
Discount/Premium to NAV
−0.8%
Shares outstanding
Expense ratio

Details


Issuer
Penghua Fund Management Co., Ltd.
Brand
Penghua
Home page
Inception date
Jun 18, 2025
Structure
Open-Ended Fund
Index tracked
CSI Hong Kong Stock Connect Consumer Theme Index - CNY - Benchmark TR Gross
Replication method
Physical
Management style
Passive
Dividend treatment
Distributes
Primary advisor
Penghua Fund Management Co., Ltd.
FIGI
BBG01VF0L1P0
Functions as an exchange traded fund

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Vanilla
Geography
China
Weighting scheme
Market cap
Selection criteria
Market cap

Returns


1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

What's in the fund


As of December 31, 2025
Exposure type
StocksBonds, Cash & Other
Consumer Non-Durables
Consumer Services
Consumer Durables
Stocks93.99%
Consumer Non-Durables53.70%
Consumer Services17.92%
Consumer Durables16.29%
Retail Trade4.96%
Miscellaneous1.12%
Bonds, Cash & Other6.01%
Cash5.17%
Miscellaneous0.74%
Futures0.10%
Breakdown by region
1%98%
Asia98.67%
North America1.33%
Latin America0.00%
Europe0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings

Dividends


Dividend payout history

Assets under management (AUM)



Fund Flows



Frequently asked questions


159265 invests in stocks. The fund's major sectors are Consumer Non-Durables, with 53.70% stocks, and Consumer Services, with 17.92% of the basket. The assets are mostly located in the Asia region.
159265 top holdings are Yum China Holdings, Inc. and Nongfu Spring Co., Ltd. Class H, occupying 7.89% and 7.70% of the portfolio correspondingly.
No, 159265 doesn't pay dividends to its holders.
159265 shares are issued by Penghua Fund Management Co., Ltd. under the brand Penghua. The ETF was launched on Jun 18, 2025, and its management style is Passive.
159265 follows the CSI Hong Kong Stock Connect Consumer Theme Index - CNY - Benchmark TR Gross. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
159265 invests in stocks.
159265 trades at a premium (0.81%) meaning the ETF is trading at a higher price than the calculated NAV.