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China SDD-China New Balance Opportunity I USD Acc

Ranked 40 out of 40 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Zhi-Hua Wang

Wang Zhihua has more than 20 years of experience in the financial industry, as he started out at China Baoan Group in 1993. He is currently deputy CIO and a portfolio manager at CSOP Asset Management Limited, where he joined in 2010. Wang previously worked at Guotai Junan Securities, China AMC and CITIC International Asset Management. He holds a BA in Economics from Peking University, a first executive MBA from Guanghua School of Management and a McGill University Investment Management Advanced Training Certificate. In his spare time, he enjoys music.

Objective

The investment objective of the Sub-Fund is to achieve medium to long-term capital appreciation by participating in the economic growth in the Greater China region. The Sub-Fund will employ an equity long only strategy. The Sub-Fund will seek to invest in equity securities, mainly denominated in HKD, USD and CNH, which are listed, quoted or traded on the Other Regulated Markets in the People’s Republic of China, Hong Kong, Taiwan, Singapore, the United States or any other suitable Regulated Markets or Other Regulated Markets.

Showing fund performance in Hong Kong View performance globally

Performance

Greater China over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1% -6.4%
2017 40.1% 13.7% 4.8% 14.8% 2.5%
2016 0.6% -6.5% -1.6% 17.9% -7.3%
2015 11.9% 2.5% 14.9% -17.1% 14.6%
2014 1.5% -2.3% -3.4% 4.7% 2.7%
2013 30.6% 11.5% 2.8% 1.5% 12.2%
2012 34.9% 14.2% -9.9% 15.1% 13.9%
2011 9.3% -21.6% 7.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Hong Kong
  4. Luxembourg
  5. Macau
  6. Switzerland

Fund Info

  • Launch date21/01/2011
  • Share Class size20Mn
  • Base currencyUSD
  • ISIN LU0562028620

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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