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Fidelity Funds - Greater China Y-ACC-USD

Ranked 8 out of 41 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Raymond Ma

Raymond Ma is a portfolio manager at Fidelity Worldwide Investment in Hong Kong. He joined the firm in 2006 as an investment analyst and prior to this, he worked at BNP Paribas Peregrine in Shanghai between 2000 and 2006. Raymond uses a long-only investment style across the chinese equity mandates he runs. He graduated from the Fudan University in Shanghai with a degree in Law.

Objective

The fund invests in equity securities quoted on stock exchanges in Hong Kong, China and Taiwan. The fund may invest its net assets directly in China A and B Shares.

Showing fund performance in Hong Kong View performance globally

Performance

Greater China over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.8% -2.2% -5.0%
2017 49.3% 12.9% 9.8% 11.0% 8.5%
2016 5.4% 0.3% 0.7% 13.2% -7.8%
2015 -2.7% 5.7% 7.6% -19.7% 6.6%
2014 7.6% -2.8% 4.0% 0.0% 6.4%
2013 14.9% -0.9% -2.7% 10.7% 7.6%
2012 24.2% 10.7% -3.8% 6.6% 9.5%
2011 -19.4% -0.7% -0.7% -22.0% 4.9%
2010 17.3% -0.4% -6.4% 17.8% 6.8%
2009 68.2% -0.2% 37.2% 13.4% 8.3%
2008 -2.5% -23.6% -13.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Chile
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Guernsey
  10. Hong Kong
  11. Hungary
  12. Iceland
  13. Ireland
  14. Italy
  15. Jersey
  16. Luxembourg
  17. Macau
  18. Netherlands
  19. Norway
  20. Oman
  21. Qatar
  22. Singapore
  23. Slovakia
  24. Spain
  25. Sweden
  26. Switzerland
  27. Taiwan
  28. United Kingdom

Fund Info

  • Launch date12/03/2008
  • Share Class size69Mn
  • Base currencyUSD
  • ISIN LU0346391161

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.00%

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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).