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HSZ China Fund USD

Ranked 18 out of 118 in - China over 36 months
All calculations are in USD unless stated

Managed by

Stefan Kraeuchi

Stefan K. Kräuchi is a partner and CEO of HSZ Group. Before joining HSZ in 2012, he was a Member of the Executive Board of Clariden Leu in charge of the products and services division. From 2000 to 2007 he was CEO of AIG Fund Management (Switzerland). From 1990 he worked for UBS in various positions in investment research and asset management in Zurich, Luxembourg, Tokyo and Chicago. He has a M.A. in business administration and economics from the University of St. Gallen.

Objective

The fund invests mainly in equities and similar instruments (stocks, dividend-right certificates, cooperative shares, participation certificates, etc.) from companies headquartered or carrying out most of their activities in the People's Republic of China (or holding companies with holdings mainly in companies headquartered in the People's Republic of China). The fund cannot invest in other funds or fixed-income instruments (e.g. bonds). At any given time, the fund's assets should include securities from approximately 30 companies.

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

Performance

China over : 31/01/2015 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 67.2% 16.5% 16.5% 11.7% 10.3%
2016 -6.2% -9.6% 0.2% 9.3% -5.3%
2015 -1.0% 8.2% 13.3% -23.9% 6.2%
2014 3.2% -8.0% 2.3% -0.9% 10.7%
2013 3.7% -2.8% -11.1% 14.0% 5.3%
2012 19.9% 11.6% -7.1% 2.2% 13.2%
2011 -26.0% 0.2% -1.7% -29.7% 6.9%
2010 10.8% -0.9% -5.3% 22.6% -3.7%
2009 121.8% 10.1% 58.6% 8.8% 16.7%
2008 -56.3% -27.2% -1.7% -29.0% -14.0%
2007 21.0% 12.0% 14.3% 4.3% -9.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date17/11/2006
  • Share Class size72Mn
  • Base currencyUSD
  • ISIN CH0026828035

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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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).