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Pictet TR - Mandarin-I EUR

Ranked 5 out of 174 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Lan Wang Simond

Lan Wang Simond was born in China in 1964. She studied foreign languages at the University of Beijing, business administration at HEC Lausanne in Switzerland and she holds the CFA charter. Lan Wang was a senior investment manager at BCV Gérifonds before moving to Pictet in 1997. She adopts a long/short strategy on her Mandarin fund, focusing on achieving long term capital growth in China. Cash and derivatives are employed in the portfolio, as is a top down overview.

Objective

The sub-fund follows a long/short equity investment strategy. The objective of the sub-fund is to achieve long-term capital growth in absolute terms with a strong focus on capital preservation. The compartment invests primarily in Greater China (China, Hong Kong, Taiwan) with a focus on China in particular.

Showing fund performance in Hong Kong View performance globally

Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 5/174 Total Return
  • Rank 145/174 Standard Deviation
  • Rank 54/174 Max Drawdown
Fund Name Currency Loss
52 Goldman Sachs EFI LS Risk Premia Pf C EURH 3xs Lvg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

53 LUX IM Pictet Future Trends DL Cap EUR EUR

-2.6%

54 Pictet TR - Mandarin-I EUR EUR

-2.7%

55 ZEST Mediterraneus Absolute Value I EUR

-2.7%

56 BlackRock UK Equity Absolute Return A2 EUR EUR

-2.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.9% 7.5%
2017 16.5% 6.3% 2.4% 3.9% 3.0%
2016 7.0% -4.3% 0.2% 5.9% 5.3%
2015 8.2% 13.3% 1.2% -11.2% 6.2%
2014 24.2% -5.4% 5.7% 14.4% 8.5%
2013 7.3% 2.7% -4.9% 6.4% 3.2%
2012 5.1% 2.4% -1.7% 0.6% 3.8%
2011 -0.6% -5.9% -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Portugal
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date04/03/2011
  • Share Class size29Mn
  • Base currencyEUR
  • ISIN LU0592589740

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.10%
  • Initial investment1.1

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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).