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Principal LSF-China Equity Fund

Ranked 47 out of 70 in - China over 12 months
All calculations are in USD unless stated

Objective

The objective of the Principal China Equity Fund is to achieve capital growth over the long term by investing mainly in China-related equities. The Principal China Equity Fund will invest primarily in equities issued by companies with exposure in different sectors of economies in People's Republic of China (Mainland China). Equity securities include but are not limited to equity shares, preference shares, depository receipts and other collective investment schemes as permitted under the MPF Regulation.

Showing fund performance in Hong Kong View performance globally

Performance

China over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.1% 4.5% 11.6%
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 size3,740Mn
  • 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).