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Vontobel Fund mtx China Leaders B USD

classificato 2 su 32 di - Cina su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Thomas Schaffner

Thomas Schaffner joined Vontobel Asset Management in 2009. He manages the mtx China Leaders fund, the mtx Sustainable Asian Leaders (ex Japan) fund and co-manages the mtx Sustainable Emerging Markets Leaders fund. Prior to joining Vontobel, from 2006 to 2009, he was equity analyst at Lombard Odier in Hong Kong covering regional Asian (ex Japan) companies and contributing to the investment strategy. From 1998 to 2005 he was portfolio manager at Credit Suisse and an independent asset manager in Basel, where he developed and successfully managed a commodity fund. Thomas holds a MBA with a specialization in China Business from Hong Kong University of Science & Technology and a Bachelor of Science (BSc) in Accounting & Finance from the University of Applied Sciences in Basel. He is a CFA charterholder.

Obiettivo

The fund invests mainly in the shares of companies domiciled in the People's Republic of China (PR of China) or which do the majority of their business there. At least 2/3 of the assets are invested in equities issued by companies domiciled in the PR of China and/or companies with the majority (>50%) of their business activities in China. The fund may invest up to 1/3 of its assets in companies domiciled outside the PR of China, but have a considerable part (>25%) of their business activities in the PR China.

Performance

Cina su un periodo di : 31/10/2016 - 31/10/2017

Rendimento totale

Performance trimestrale

a 29/09/2017 Annuale T1 T2 T3 T4
2017 13,9% 5,4% 9,7%
2016 4,7% -12,6% 4,8% 15,4% -0,9%
2015 14,1% 20,1% 4,8% -20,2% 13,5%
2014 26,3% -5,1% 3,6% 8,4% 18,5%
2013 2,3% -1,9% -8,3% 8,6% 4,7%
2012 20,1% 8,4% -1,2% 1,9% 10,0%
2011 -18,1% -1,1% -5,8% -24,7% 16,9%
2010 21,1% 6,7% 0,9% 3,8% 8,4%
2009 63,8% 6,2% 26,3% 4,8% 16,5%
2008 -54,5% -34,3% -1,9% -19,1% -12,5%
2007 29,1% 32,5% -8,6%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Finlandia
  3. Francia
  4. Germania
  5. Italia
  6. Liechtenstein
  7. Lussemburgo
  8. Norvegia
  9. Perù
  10. Singapore
  11. Spagna
  12. Svezia
  13. Svizzera

Informazioni sul fondo

  • Inizio collocamento02/02/2007
  • Dimensione share class60Mn
  • Valuta di baseUSD
  • ISIN LU0278091979

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo5.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,75%

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La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).