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Vontobel Fund mtx China Leaders C USD

Ranked 15 out of 20 in - China over 12 months
All calculations are in EUR unless stated

Managed by

Thomas Schaffner

Thomas Schaffner joined Vontobel Asset Management in 2009. He manages the mtx China Leaders fund, the mtx Sustainable Asian Leaders (ex Japan) fund and co-manages the mtx Sustainable Emerging Markets Leaders fund. Prior to joining Vontobel, from 2006 to 2009, he was equity analyst at Lombard Odier in Hong Kong covering regional Asian (ex Japan) companies and contributing to the investment strategy. From 1998 to 2005 he was portfolio manager at Credit Suisse and an independent asset manager in Basel, where he developed and successfully managed a commodity fund. Thomas holds a MBA with a specialization in China Business from Hong Kong University of Science & Technology and a Bachelor of Science (BSc) in Accounting & Finance from the University of Applied Sciences in Basel. He is a CFA charterholder.

Objective

The sub-fund invests primarily in equities and equity-related securities. In addition, the sub-fund may hold liquid funds. The sub-fund invests in securities of companies with registered office and / or business focus in the People's Republic of China (including Hong Kong, Macao and Taiwan).

Showing fund performance in Portugal View performance globally

Performance

China over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% -0.7%
2017 40.4% 13.7% 5.2% 9.6% 7.1%
2016 4.0% -12.8% 4.6% 15.2% -1.0%
2015 13.4% 19.9% 4.7% -20.3% 13.4%
2014 25.5% -5.2% 3.4% 8.2% 18.3%
2013 1.7% -2.0% -8.4% 8.4% 4.6%
2012 19.4% 8.2% -1.4% 1.8% 9.9%
2011 -17.6% 0.0% -6.0% -24.9% 16.7%
2010 19.6% 7.2% 0.8% 3.6% 6.9%
2009 61.9% 6.0% 26.1% 4.7% 15.6%
2008 -54.5% -34.4% -2.0% -19.2% -12.5%
2007 -8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Norway
  8. Portugal
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. Taiwan

Fund Info

  • Launch date16/07/2007
  • Share Class size111Mn
  • Base currencyUSD
  • ISIN LU0278092191

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.35%
  • Initial investment2.35%

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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).