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Capital Chinese Golden Age Equity Fund TWD

Ranked 83 out of 130 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Shi-Xun Su

Objective

The fund aims to diversify investment risk, ensure safety of fund asset and pursue long term appreciation and stable income. The fund invests a minimum of 60% of the net assets in securities in Taiwan, Mainland China and Hong Kong, or securities issued by Taiwan, Mainland China and Hong Kong companies, which are listed in the stock exchange of the United States. The fund invests a minimum of 70% of the net assets in equities and depositary receipts (including NVDR).

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Greater China over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.0% 9.0% 14.2%
2016 -12.0% -10.3% 3.7% 5.0% -9.9%
2015 13.1% 8.9% 19.3% -24.4% 15.3%
2014 4.5% -7.0% 1.9% -1.3% 11.6%
2013 22.8% 3.4% 0.7% 16.0% 1.7%
2012 9.9% 8.3% -7.0% 2.9% 6.0%
2011 -26.9% -4.8% 2.0% -27.4% 3.7%
2010 21.3% 1.4% -10.5% 19.7% 11.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date22/12/2009
  • Share Class size4,549Mn
  • Base currencyTWD
  • ISIN TW000T1611Y0

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).