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Chou Income Fund

Ranked 6 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Francis S.M. Chou

Objective

The Fund seeks to provide capital appreciation and income production. Under normal market conditions, the Fund will invest at least 80% of its net assets in fixed income securities and financial instruments that provide exposure to fixed income securities.

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

Performance

US Dollar over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% -1.0%
2016 20.9% -4.4% 5.8% 5.9% 12.7%
2015 -11.9% -4.7% 2.5% -7.0% -3.0%
2014 -4.8% 4.1% 4.7% -6.3% -6.9%
2013 22.5% 12.7% 5.1% -0.1% 3.5%
2012 34.9% 12.1% -0.4% 13.8% 6.3%
2011 -17.6% -2.7% -3.5% -10.7% -1.7%
2010 14.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/07/2010
  • Share Class size18Mn
  • Base currencyUSD
  • ISIN US1704312099

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Annual management0.10%

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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).