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Phillip-Aizawa Trust-Indonesia

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

Managed by

Tan Teck Leng

Objective

The primary objective of the Series Trust is to achieve long-term capital appreciation. To achieve this objective, the Manager, on behalf of the Series Trust, will invest in Indonesia related equities, warrants, and/or other securities. Those securities should be issued by listed companies in authorized stock exchange in Indonesia, established/carrying on business in Indonesia, and/or listed companies in other countries but influenced by Indonesia economy.

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

Performance

Emerging Markets Asia over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 -11.2% 4.5% -0.2% -7.9% -7.6%
2016 4.4% 9.1% 1.8% 6.4% -11.7%
2015 -35.6% -6.3% -15.5% -29.5% 15.2%
2014 26.9% 27.8% -3.3% 2.3% 0.4%
2013 -23.3% 14.2% 0.5% -24.7% -11.3%
2012 17.8% 11.7% -4.7% 8.6% 1.8%
2011 8.2% -0.5% 9.4% -7.9% 8.0%
2010 38.6% 14.2% 0.4% 19.9% 0.8%
2009 88.1% 2.0% 45.4% 24.2% 2.1%
2008 -2.9% -21.6% -31.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Japan
  2. Singapore

Fund Info

  • Launch date11/01/2008
  • Share Class size01Mn
  • Base currency

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment0

Charges

  • Annual management0.10%
  • Initial investment0.1

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