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Taishin China Selected Small and Mid Cap Fund

Ranked 15 out of 48 in - Asia Pacific Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Zhi-Xin Wen

Objective

The fund aims to diversify investment risk, ensure safety of fund asset and pursue long term appreciation and stable income. The fund invests a minimum of 70% of the net assets in equities and depositary receipts. The fund invests at least 60% of its total assets in equities and depositary receipts of small and mid capitalisation companies domiciled in mainland China and Hong Kong, which are listed in the stock exchange of the United States, Hong Kong and mainland China.

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

Performance

Asia Pacific Small & Medium Companies over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 40.8% 11.7% 3.7% 11.9% 8.6%
2016 -13.4% -11.8% -0.1% 7.1% -8.3%
2015 -0.4% 6.0% 12.7% -18.5% 2.3%
2014 1.7% -2.5% 1.2% -1.5% 4.6%
2013 22.0% 4.8% 0.1% 5.4% 10.4%
2012 16.5% 8.2% -10.0% 8.2% 10.6%
2011 -35.6% -3.3% -8.5% -29.8% 3.7%
2010 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date05/08/2010
  • Share Class size592Mn
  • Base currencyTWD
  • ISIN TW000T4711Y5

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

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