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Schroder ISF Hong Kong Equity A Acc

Ranked 3 out of 21 in - Hong Kong over 12 months
All calculations are in USD unless stated

Managed by

Toby Hudson

Toby Hudson graduated with a MA in geography from Cambridge University and is an Associate of the Institute of Investment Management and Research (IIMR).Toby currently works for Schroders where he is a fund manager and uses a fundamental bottom-up investment style with a focus on quality stocks that grow shareholder returns.

Objective

The Sub-Fund aims to provide capital growth by investing in equity securities of Hong Kong SAR companies. At least two-thirds of the Fund's assets (excluding cash) will invest in equities of Hong Kong SAR companies. The Fund may invest directly in China B-Shares and China HShares and may invest up to 10% of its assets in China A-Shares through ShanghaiHong Kong Stock Connect.

Showing fund performance in Hong Kong View performance globally

Performance

Hong Kong over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 50.4% 14.2% 12.3% 8.7% 8.0%
2016 0.4% -3.1% -1.8% 13.8% -7.2%
2015 -5.2% 4.7% 3.3% -17.5% 6.3%
2014 4.2% -3.0% 5.9% -0.5% 1.9%
2013 7.4% 1.7% -4.9% 7.6% 3.2%
2012 27.1% 14.3% -4.4% 9.0% 6.7%
2011 -20.3% -0.8% -1.9% -22.0% 5.1%
2010 20.9% 1.8% -3.8% 20.2% 2.7%
2009 72.1% -2.6% 43.6% 13.3% 8.5%
2008 -50.4% -14.9% -2.6% -27.7% -17.3%
2007 56.2% 4.9% 15.7% 24.8% 3.2%
2006 53.7% 12.6% 3.6% 8.3% 21.7%
2005 12.4% 2.3% 2.5% 8.4% -1.1%
2004 25.8% 5.3% -3.6% 12.2% 10.5%
2003 63.9% -0.3% 16.6% 23.7% 14.0%
2002 -10.0% 0.9% 0.8% -12.5% 1.1%
2001 -20.6% -11.7% 5.8% -23.4% 11.0%
2000 -16.8% 1.5% -15.3% 4.7% -7.5%
1999 88.4% 4.8% 26.7% 0.5% 41.2%
1998 -29.4% -1.9% 24.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Gibraltar
  9. Greece
  10. Hong Kong
  11. Iceland
  12. Luxembourg
  13. Macau
  14. Netherlands
  15. Norway
  16. Poland
  17. Portugal
  18. Singapore
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date09/08/2002
  • Share Class size19,861Mn
  • Base currencyUSD
  • ISIN LU0149534421

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5

Related News

Asia star Hudson: why euro and fiscal cliff really matter here

HONG KONG: AAA-rated Toby Hudson says Asian markets are not immune from the west's macro sickness, but a 'stealth bull market' means the consumer story is still robust.

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