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Fidelity Funds - China Focus

Ranked 34 out of 47 in - China over 12 months
All calculations are in CHF unless stated

Managed by

Jing Ning

Jing Ning was born in Beijing in 1973. She holds a BA in English and an MBA. Jing started her career in 1999 as a US equities analyst at AIG Investments and in 2004 she became the head of Chinese equities. In 2008 she joined BlackRock where she is a fund manager of the BGF China Fund. She has been managing funds for over 11 years and is a CFA Charterholder. Outside of fund management she enjoys cooking and walking.

Objective

The fund will primarily focus on China through investment (at least 70% of its assets) in securities of Chinese companies listed in China and Hong Kong, as well as securities in non-Chinese companies which have a significant portion of their activities in China. The fund may invest its net assets directly in China A and B Shares.

Showing fund performance in Switzerland View performance globally

Performance

China over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 35.4% 10.4% 3.1% 10.4% 7.8%
2016 4.7% -8.8% 2.7% 12.3% -0.5%
2015 -0.2% 5.3% 7.1% -19.4% 9.9%
2014 24.8% -7.1% 3.6% 9.9% 17.9%
2013 6.8% 1.0% -6.3% 8.2% 4.3%
2012 13.8% 5.7% -1.2% 1.2% 7.7%
2011 -19.9% -1.3% -7.8% -17.6% 6.7%
2010 -4.8% 0.2% -2.8% 3.3% -5.3%
2009 62.3% 11.6% 25.4% 4.3% 11.2%
2008 -51.4% -31.8% -0.2% -17.2% -13.7%
2007 49.3% -2.9% 24.6% 30.8% -5.7%
2006 76.4% 23.6% -0.9% 10.2% 30.7%
2005 30.7% 7.4% 9.8% 6.7% 3.9%
2004 -5.0% 1.8% -11.9% 8.4% -2.3%
2003 29.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Chile
  5. Croatia
  6. Czech Republic
  7. Denmark
  8. Finland
  9. France
  10. Germany
  11. Guernsey
  12. Hong Kong
  13. Hungary
  14. Iceland
  15. Ireland
  16. Italy
  17. Jersey
  18. Korea
  19. Luxembourg
  20. Macau
  21. Malta
  22. Netherlands
  23. Norway
  24. Oman
  25. Peru
  26. Portugal
  27. Qatar
  28. Romania
  29. Singapore
  30. Slovakia
  31. Spain
  32. Sweden
  33. Switzerland
  34. Taiwan
  35. United Arab Emirates
  36. United Kingdom

Fund Info

  • Launch date18/08/2003
  • Share Class size2,553Mn
  • Base currencyUSD
  • ISIN LU0173614495

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.25

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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).