'TAO' Gives Investors Portfolio Balance With Access to China, Hong Kong Real Estate

The video tutorial discusses the Tao fund, which focuses on Hong Kong and Mainland Chinese property companies and real estate investment trusts. The fund leans heavily on Hong Kong-based companies, benefiting from recent property market highs. Tao holds around 70 stocks, weighted by market cap, and rebalances annually. It has $60 million in assets with a cost of 70 basis points. Since its 2007 launch, Tao has returned 80%, outperforming the MSCI China index. The fund receives a positive rating from Bloomberg Intelligence.

What is the primary focus of the Tao fund?

• Technology companies in Japan

• Pharmaceutical companies in the USA

• Automobile manufacturers in Germany

• Property companies in Hong Kong and Mainland China

How does the Tao fund manage its holdings?

• By market cap and rebalances annually

• By company size

• By geographical location

• By industry sector

Which of the following is NOT a top name in the Tao fund?

• Toyota Motors

• China Resources

• Country Garden

• Soon at China

What is the approximate asset value of the Tao fund?

• $90 million

• $60 million

• $120 million

• $30 million

How has the Tao fund performed compared to the MSCI China index since 2007?

• It has outperformed the MSCI China index

• It has performed the same as the MSCI China index

• It has not been compared to the MSCI China index

• It has underperformed the MSCI China index