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Templeton China

Ranked 108 out of 129 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Eddie Chow

Eddie Chow is a senior executive vice president, managing director, and the director of China strategy for the Templeton Emerging Markets Group at Franklin Templeton Investments. In this capacity, he is responsible for setting the overall strategy for his respective area, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategy. Prior to joining Franklin Templeton in 1994, Chow was in the Credit and Marketing Department of the Overseas Chinese Banking Corporation. He entered the financial services industry in 1994. Chow holds an M.B.A. from the University of Wisconsin, Milwaukee and a B.S. in business management from Lingnan College in Hong Kong. He is a Chartered Financial Analyst (CFA) charterholder. Chow speaks Cantonese, English and Mandarin.

Objective

The Fund aims to achieve long-term capital appreciation by investing primarily in equity securities of companies organised under the laws of or having their principal offices in China, Hong Kong or Taiwan, as well as in companies which derive the principal portion of their revenues from goods or services sold or produced, or have the principal portion of their assets in China, Hong Kong or Taiwan.

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

Performance

Greater China over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 36.3% 10.1% 9.3% 9.6% 3.4%
2016 4.6% -1.0% 0.8% 10.6% -5.2%
2015 -11.3% 2.2% 5.5% -22.5% 6.1%
2014 -0.9% -4.9% 2.8% -0.1% 1.5%
2013 -4.1% -4.4% -9.4% 7.2% 3.3%
2012 12.5% 8.0% -9.3% 3.7% 10.7%
2011 -18.3% 2.0% 0.0% -24.9% 6.7%
2010 17.3% -0.7% -5.4% 18.1% 5.7%
2009 63.8% 1.3% 32.4% 10.6% 10.4%
2008 -45.1% -17.8% -0.4% -18.5% -17.7%
2007 47.4% -1.5% 22.0% 25.6% -2.4%
2006 44.1% 7.7% 4.1% 4.2% 23.4%
2005 11.3% -0.1% 2.8% 5.6% 2.7%
2004 13.4% 2.6% -4.1% 5.8% 8.9%
2003 62.2% 2.6% 12.1% 20.1% 17.4%
2002 4.6% 7.3% 4.8% -10.1% 3.4%
2001 -2.0% 5.2% 7.3% -23.5% 13.5%
2000 -18.2% 1.9% -8.6% -2.3% -10.1%
1999 37.6% -4.0% 41.6% -13.7% 17.3%
1998 -27.8% -1.0% -35.5% -9.1% 24.4%
1997 -29.5% -1.7% 7.9% -0.3% -33.3%
1996 39.9% 8.7% 4.7% 2.9% 19.4%
1995 -6.6% -1.2% -1.6% 2.8% -6.5%
1994 -18.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Guernsey
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Korea
  19. Latvia
  20. Lithuania
  21. Luxembourg
  22. Macau
  23. Netherlands
  24. Norway
  25. Peru
  26. Poland
  27. Portugal
  28. Romania
  29. Singapore
  30. Slovakia
  31. South Africa
  32. Spain
  33. Sweden
  34. Switzerland
  35. Taiwan
  36. Turkey
  37. United Kingdom

Fund Info

  • Launch date01/09/1994
  • Share Class size447Mn
  • Base currencyUSD
  • ISIN LU0052750758

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.60%

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