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Vontobel Fund mtx China Leaders C USD

Ranked 2 out of 19 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 fund invests mainly in the shares of companies domiciled in the People's Republic of China (PR of China) or which do the majority of their business there. At least 2/3 of the assets are invested in equities issued by companies domiciled in the PR of China and/or companies with the majority (>50%) of their business activities in China. The fund may invest up to 1/3 of its assets in companies domiciled outside the PR of China, but have a considerable part (>25%) of their business activities in the PR China.

Showing fund performance in Portugal 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 13.7% 5.2% 9.6%
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 size85Mn
  • Base currencyUSD
  • ISIN LU0278092191

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.35%

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