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Fuh Hwa US Equity Fund TWD

Ranked 254 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Dan-Lan Lu

Objective

The fund aims to diversify investment risk, ensure safety of fund asset and pursue long term appreciation and stable income.Single-country funds are stock funds,The fund mainly invests in the United States with core competitiveness and innovation capacity of the stock.The fund invests a minimum of 70% of the net assets in equities and depositary receipts from Republic of China and foreign regional area (including underwriting stocks). The fund invests a minimum of 60% of the net assets in US securities.

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 254/867 Total Return
  • Rank 498/867 Standard Deviation
  • Rank 715/867 Max Drawdown
Fund Name Currency Risk
496 Purpose Best Ideas Series F

Currency exposure is hedged

Currency exposure is hedged

CAD

6.9

497 JPM America Equity A Net Acc USD

6.9

498 North Growth U.S. Equity USD

6.9

498 Fuh Hwa US Equity Fund TWD USD

6.9

498 PIMCO GIS RAE Fndm PLUS US Inst USD Acc USD

6.9

498 Kutxabank Bolsa EEUU, FI USD

6.9

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.3% 3.3%
2016 1.6% -3.9% 2.3% 3.2% 0.1%
2015 -1.7% 1.7% 1.0% -7.7% 3.6%
2014 -3.3% -3.9% 2.4% -1.7% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date13/11/2013
  • Share Class size522Mn
  • Base currencyTWD
  • ISIN TW000T2287Y8

Purchase Info

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

Charges

  • Annual management2.00%

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