'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 types of companies does the Tao fund primarily invest in?

How does the Tao fund's investment strategy reflect the performance of Hong Kong property stocks?

What is the significance of the fund's annual rebalancing by market cap?

Compare the performance of the Tao fund since its launch in 2007 with the MSCI China index.

What does the Bloomberg Intelligence Traffic Light system indicate about the Tao fund?