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Fidelity Funds - China Opportunities A-USD

Ranked 14 out of 40 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Raymond Ma

Raymond Ma is a portfolio manager at Fidelity Worldwide Investment in Hong Kong. He joined the firm in 2006 as an investment analyst and prior to this, he worked at BNP Paribas Peregrine in Shanghai between 2000 and 2006. Raymond uses a long-only investment style across the chinese equity mandates he runs. He graduated from the Fudan University in Shanghai with a degree in Law.

Objective

The fund aims to achieve long-term capital growth through investing primarily in securities of companies having their head office or exercising a predominant part of their activities in China or Hong Kong.

Showing fund performance in Hong Kong View performance globally

Performance

Greater China over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.4% -1.1%
2017 45.9% 12.1% 8.4% 11.3% 7.9%
2016 -0.4% -3.2% 0.1% 14.1% -9.9%
2015 -5.8% 7.3% 6.3% -21.0% 4.5%
2014 2.7% -5.8% 3.2% -0.2% 5.8%
2013 8.3% -1.6% -4.5% 7.8% 6.9%
2012 18.1% 8.0% -4.6% 4.7% 9.4%
2011 -22.3% -1.1% -1.4% -23.3% 3.8%
2010 13.5% 0.4% -6.4% 16.7% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Czech Republic
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Guernsey
  8. Hong Kong
  9. Hungary
  10. Iceland
  11. Ireland
  12. Italy
  13. Jersey
  14. Luxembourg
  15. Macau
  16. Netherlands
  17. Norway
  18. Oman
  19. Portugal
  20. Qatar
  21. Singapore
  22. Slovakia
  23. Spain
  24. Sweden
  25. Switzerland
  26. United Kingdom

Fund Info

  • Launch date23/11/2009
  • Share Class size02Mn
  • Base currencyUSD
  • ISIN LU0455707207

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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