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Fuh Hwa US Equity Fund TWD

Ranked 666 out of 904 in - US over 12 months
All calculations are in USD unless stated

Managed by

Zi-Qin Lin

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 : 31/01/2017 - 31/01/2018
  • Rank 666/904 Total Return
  • Rank 754/904 Standard Deviation
  • Rank 873/904 Max Drawdown
Fund Name Currency Loss
871 Pioneer Funds North Amer Basic Value E ND EUR USD

-4.0%

872 PowerShares FTSE RAFI U.S. Fundamental Series A USD

-4.1%

873 Fuh Hwa US Equity Fund TWD USD

-4.2%

874 ESPA BEST OF AMERICA T USD

-4.2%

875 Fourpoints America RH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 18.7% 5.3% 3.3% 7.6% 1.5%
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 size1,209Mn
  • Base currencyTWD
  • ISIN TW000T2287Y8

Purchase Info

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

Charges

  • Annual management2.00%
  • Initial investment2

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