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Capital Greater China Fund TWD

Ranked 69 out of 130 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Yu-Ting Hong

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 Taiwan and Greater China area, or high growth and high dividend securities issued by companies from Taiwan and Greater China area, which are listed in the stock exchange of the United States, Britain, France, Germany and Luxembourg.

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

Performance

Greater China over : 31/10/2016 - 31/10/2017
  • Rank 69/130 Total Return
  • Rank 106/130 Standard Deviation
  • Rank 128/130 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.5% 9.8% 17.2%
2016 -31.7% -20.3% -1.9% -3.6% -9.4%
2015 7.8% 13.1% 23.7% -36.6% 21.5%
2014 -6.7% -6.1% 1.0% -6.0% 4.6%
2013 7.2% -3.1% -3.2% 5.4% 8.4%
2012 -3.0% -0.1% -12.2% 6.1% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date14/12/2011
  • Share Class size379Mn
  • Base currencyTWD
  • ISIN TW000T1625Y0

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).