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Simplicity Kina

Ranked 83 out of 118 in - China over 36 months
All calculations are in USD unless stated

Objective

The fund is an actively managed equity fund that invests in shares geographically linked to China and Hong Kong. Investments are made in accordance with a structured and disciplined investment process in the company which, based on the trend, value and quality parameters, are expected to have a high risk-adjusted returns. The fund will always invest at least 75% of assets in equity and equity related transferable securities, and may invest up to 10% of assets in unlisted shares. The Fund may invest up to 10% of the fund's assets in mutual fund shares.

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

Performance

China over : 31/01/2015 - 31/01/2018
  • Rank 83/118 Total Return
  • Rank 2/118 Standard Deviation
  • Rank 2/118 Max Drawdown
Fund Name Currency Loss
1 ChinaAMC China Growth A Acc USD USD

-8.3%

2 Simplicity Kina USD

-20.2%

3 UBS (Lux) Inv SICAV - China A Opp (USD) U-X-acc USD

-23.9%

4 UBS (CAY) China A Opportunity A

Currency exposure is hedged

Currency exposure is hedged

USD

-25.0%

5 UBS (Lux) Eq Fd - China Opportunity (USD) P-acc USD

-25.1%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 32.3% 11.1% 5.7% 6.3% 6.0%
2016 -0.3% -1.0% 0.5% 7.3% -6.7%
2015 0.9% 4.4% 7.2% -13.1% 3.8%
2014 1.1% -5.3% 5.5% -1.4% 2.6%
2013 3.5% 0.0% -7.4% 6.4% 5.0%
2012 14.1% 6.7% -6.9% 2.9% 11.7%
2011 -19.0% -5.8% 0.7% -19.9% 6.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date29/10/2010
  • Share Class size62Mn
  • Base currencySEK
  • ISIN SE0003395177

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.90%
  • Initial investment1.9

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