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Vontobel Fund mtx China Leaders B USD

classificato 2 su 30 di - Cina su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Thomas Schaffner

Thomas Schaffner was born in 1977 in Basel, Switzerland. Thomas holds an 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 also a CFA charterholder. His career began at Credit Suisse in 1997 where he was a junior portfolio manager. In 2000, he moved to Gateway Capital Group as a portfolio and fund manager and two years later he was an investment analyst at Lombard Odier Darier Hentsch. Currently Thomas is a fund manager at Vontobel. His free time is dedicated to skiing, athletics, cycling and running.

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 : 31/03/2016 - 31/03/2017

Rendimento totale

Performance trimestrale

a 31/03/2017 Annuale T1 T2 T3 T4
2017 13,9%
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. Paesi Bassi
  9. Norvegia
  10. Perù
  11. Portogallo
  12. Singapore
  13. Spagna
  14. Svezia
  15. Svizzera

Informazioni sul fondo

  • Inizio collocamento02/02/2007
  • Dimensione share class66Mn
  • Valuta di baseUSD
  • ISIN LU0278091979

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo5.000
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,75%

Articoli correlati

Laurearsi AAA investendo solo in Cina: la ricetta di Thomas Schaffner

Se mettiamo da parte gli industriali e i settori legati alle materie prime, spiega il gestore di Vontobel, non si possono mettere in discussione le diverse opportunità sul mercato cinese.

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