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Allianz China Equity - A - USD

Ranked 70 out of 118 in - China over 36 months
All calculations are in USD unless stated

Managed by

Christina Chung

Christina Chung graduated from Brock University in Canada and went on to gain an MA in economics from the University of Alberta. She started her career as an economist with HSBC Asset Management and went on to join Search International. Christina later worked with the Royal Bank of Canada before joining Allianz in 1998, where she is currently responsible for managing China equity funds. She has over 20 years' experience in managing regional and single country portfolios and is a CFA Charterholder as well as a Certified Management Accountant in Canada.

Objective

The fund concentrates on the stocks of companies domiciled in China or that have significant business operations there. Its investment objective is to attain capital growth over the long term. The fund may invest up to 50% directly or indirectly into China A-Shares via the Shanghai / Hong Kong Stock Connect program. The management company charges a All-In-Fee which will be displayed as management fee.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

China over : 31/01/2015 - 31/01/2018
  • Rank 70/118 Total Return
  • Rank 32/118 Standard Deviation
  • Rank 35/118 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 35.8% 8.3% 6.7% 8.6% 8.2%
2016 -0.8% -4.4% -2.2% 12.1% -5.4%
2015 -3.3% 6.3% 10.1% -21.0% 4.6%
2014 6.5% -7.9% 3.7% 1.9% 9.3%
2013 7.9% -5.0% -6.1% 12.0% 8.1%
2012 16.6% 8.6% -7.0% 4.1% 10.8%
2011 -23.3% -0.8% -3.5% -26.9% 9.6%
2010 12.7% -1.7% -6.7% 17.4% 4.6%
2009 72.7% 6.0% 36.5% 10.1% 8.4%
2008 -49.9% -23.9% -4.5% -24.7% -8.5%
2007 67.5% 1.0% 22.6% 35.6% -0.2%
2006 93.6% 27.7% 3.2% 11.6% 31.8%
2005 0.2% -1.8% 1.8% 4.2% -3.8%
2004 2.7% 6.9% -10.7% 3.3% 4.0%
2003 90.5% 4.3% 15.7% 31.4% 20.2%
2002 5.0% 8.4% 5.6% -11.4% 3.5%
2001 -20.5% -7.0% 13.9% -28.1% 4.5%
2000 -17.0% 27.3% -25.3% -5.8% -7.4%
1999 42.6% -1.9% 45.5% -15.6% 18.4%
1998 -24.6% 2.8% -25.7% -6.3% 5.4%
1997 -8.3% 4.8% 39.1% -2.1% -35.7%
1996 35.3% 13.6% 0.4% 0.2% 18.4%
1995 -14.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/10/2008
  • Share Class size188Mn
  • Base currencyUSD
  • ISIN LU0348825331

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management2.25%
  • Initial investment5

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...more...

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