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Vontobel mtx Sust Asian Leaders (ex Japan) B

classificato 3 su 110 di - Asia Pacifico escluso Giappone 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

At least two-thirds of the Fund's assets are invested in shares, equity-like transferable securities, dividend-right and participation certificates and so on, as well as to a lesser extent in equity warrants in companies with their registered office or a predominant proportion of their business in Asia (ex Japan) and that contribute to sustainable economic activities.

Performance

Asia Pacifico escluso Giappone su un periodo di : 31/01/2016 - 31/01/2017

Rendimento totale

Performance trimestrale

a 01/01/2017 Annuale T1 T2 T3 T4
2016 7,7% -8,3% 4,6% 13,5% -1,0%
2015 7,0% 19,2% -0,5% -18,7% 11,0%
2014 30,8% 0,0% 6,7% 6,6% 15,0%
2013 4,7% 2,6% -5,8% 4,4% 3,8%
2012 14,9% 8,4% -3,0% 5,9% 3,3%
2011 -16,1% -4,2% -3,6% -19,1% 12,3%
2010 26,2% 10,6% 0,7% 4,9% 8,1%
2009 57,6% 2,8% 23,4% 14,3% 8,6%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Liechtenstein
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Portugal
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Informazioni sul fondo

  • Inizio collocamento17/11/2008
  • Dimensione share class57Mn
  • Valuta di baseUSD
  • ISIN LU0384409263

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0
  • Investimento aggiuntivo minimo0

Commissioni

  • Commissioni di gestione annuale1,65%

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).