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Yuanta Greater China TMT Fund TWD

Ranked 49 out of 130 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Wan-Fang Wu

Objective

The fund aims to diversify investment risk, ensure safety of fund asset and pursue long term appreciation and stable income. The Fund invests in onshore and foreign securities at least 70% of the net assets. The fund invest in the electronic technology, media, telecommunications , pharmaceuticals, health care and others stocks or depository receipt traded on the exchange in GreaterChina.

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

Performance

Greater China over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.5% 9.7% 10.0%
2016 -16.0% -13.3% 4.0% 0.9% -7.6%
2015 7.7% -22.2% 16.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date23/01/2015
  • Share Class size1,875Mn
  • Base currencyTWD
  • ISIN TW000T0596A4

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment3,000

Charges

  • Annual management1.80%

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