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Fuh Hwa US Equity Fund TWD

Ranked 90 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Ying-Zhen Wu

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 : 31/10/2016 - 31/10/2017
  • Rank 90/877 Total Return
  • Rank 260/877 Standard Deviation
  • Rank 1/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.3% 3.3% 7.6%
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 size577Mn
  • 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).