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GAM Multistock - Asia Focus Eq B

Ranked 5 out of 63 in - Emerging Markets Asia over 12 months
All calculations are in USD unless stated

Managed by

Jian Shi Cortesi

Jian Shi Cortesi is a Portfolio Manager of Asian equities and among others responsible for the JB China Evolution Fund. Prior to GAM Group in May 2010, she worked in research and portfolio management of Asian equities for a regional wealth management firm in the United States. She started her career as an assistant editor at Dow Jones in Beijing. Jian Shi Cortesi holds a Bachelor degree in International Business from Beijing Foreign Studies University in China and an MBA from the University of Tennessee in the United States. She is a CFA Charterholder and a Certified FRM (Financial Risk Manager) holder. She is based in Zurich.

Objective

The fund aims to achieve long-term capital growth by investing in a concentrated portfolio of Asian equities (excluding Japan). The active investment strategy includes a bottom-up stock selection based on fundamental research and a top-down approach to determine the fund's country and sector allocation. The fund is suitable for long-term oriented investors who wish to participate in an active, unconstrained investment strategy.

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

Performance

Emerging Markets Asia over : 31/08/2016 - 31/08/2017
  • Rank 5/63 Total Return
  • Rank 48/63 Standard Deviation
  • Rank 17/63 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 16.1% 10.3%
2016 10.0% 1.1% 0.8% 15.3% -6.5%
2015 -7.6% 5.3% 2.8% -17.0% 2.9%
2014 3.7% -1.8% 7.8% -0.9% -1.1%
2013 4.6% 0.2% -6.8% 2.4% 9.4%
2012 21.3% 8.6% -3.7% 7.0% 8.4%
2011 -21.9% -3.4% -2.2% -20.0% 3.3%
2010 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Estonia
  4. France
  5. Germany
  6. Italy
  7. Latvia
  8. Liechtenstein
  9. Lithuania
  10. Luxembourg
  11. Netherlands
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size43Mn
  • Base currencyUSD
  • ISIN LU0529499989

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%

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