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New Capital China Equity USD Ord Acc

Ranked 49 out of 74 in - China over 12 months
All calculations are in USD unless stated

Managed by

Mansfield Mok

Mansfield Mok is a senior portfolio manager and senior vice president at EFG Asset Management (HK) Limited. He joined EFG in July 2012, and the next month he launched the New Capital China Equity Fund. He previously worked at GAM Hong Kong, having worked there since August 2007. Based in Kowloon, Hong Kong, Mansfield has also worked at MEAG (formerly Munich Re Asia Capital Management), ING Barings Securities Hong Kong and started out as a research analyst at Hoare Govett Securities Hong Kong in 1990.


The investment objective of the Sub-Fund is to achieve capital appreciation through investment primarily in quoted securities issued by companies with principal offices or significant business activities in the Peoples Republic of China and Hong Kong.

Showing fund performance in Hong Kong View performance globally


China over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9%
2017 40.6% 12.8% 8.0% 9.0% 5.9%
2016 -8.3% -5.7% -8.2% 14.1% -7.1%
2015 -11.9% 2.1% 10.7% -23.3% 1.6%
2014 22.7% -8.5% 2.6% 14.5% 14.2%
2013 8.7% -1.3% -6.8% 9.6% 7.8%
2012 12.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Germany
  5. Hong Kong
  6. Ireland
  7. Italy
  8. Jersey
  9. Luxembourg
  10. Netherlands
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date20/08/2012
  • Share Class size41Mn
  • Base currencyUSD

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment1,000


  • Annual management1.75%
  • Initial investment0

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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).