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Principal LSF-China Equity Fund

Ranked 28 out of 74 in - China over 12 months
All calculations are in USD unless stated

Objective

The fund aims to achieve capital growth over the long term by investing mainly in China related equities. It will invest at least 70% of its assets in equities issued by companies with exposure in different sectors of economies in the Peoples Republic of China (Mainland China) or in collective investment schemes as permitted under the MPF Regulation which primarily invests in such equity securities. The fund may also invest up to 10% of its net asset value in eligible China A-shares and in China B-shares listed on the Shanghai or Shenzhen stock exchanges.

Showing fund performance in Hong Kong View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 4.8%
2017 38.2% 12.1% 4.5% 11.6% 5.7%
2016 0.5% -4.6% 0.7% 10.7% -5.5%
2015 -8.5% 5.0% 8.2% -22.0% 3.3%
2014 7.8% -3.8% 4.2% 3.0% 4.4%
2013 5.3% -2.7% -6.0% 11.1% 3.7%
2012 20.4% 8.9% -5.3% 3.4% 12.9%
2011 -21.1% 1.5% -3.0% -25.3% 7.3%
2010 8.5% -0.6% -4.7% 12.4% 1.9%
2009 66.7% 3.8% 33.2% 8.2% 11.4%
2008 -51.2% -24.6% -1.2% -25.9% -11.6%
2007 38.6% -2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. Macau

Fund Info

  • Launch date29/06/2007
  • Share Class size4,590Mn
  • Base currencyHKD
  • ISIN HK0000038064

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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