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UBS (Lux) Equity Fd - Greater China (USD) P-acc

Ranked 7 out of 33 in - Greater China over 12 months
All calculations are in CHF unless stated

Managed by

Bin Shi

Born in Shanghai and currently based in Hong Kong, Bin Shi is a lead portfolio manager at UBS Global Asset Management. He has worked at the firm since 2006 and manages UBS equity funds dealing in Chinese equities using a core value investment style. Before joining UBS, Bin Shi worked at Boshi Fund Management, one of the top five Chinese fund management companies.

Objective

The investment fund invests primarily in equities from companies based in Hong Kong, the People's Republic of China and Taiwan. Working on the basis of well-grounded analyses by our local investment specialists, the fund manager combines carefully selected equities of various companies from various countries and sectors with the objective of exploiting interesting return opportunities while keeping the level of risk under control.

Showing fund performance in Switzerland View performance globally

Performance

Greater China over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.9% 4.6% 15.3%
2016 1.8% -10.5% 4.1% 12.1% -2.5%
2015 13.2% 5.4% 8.9% -18.1% 20.5%
2014 14.0% -3.4% 1.1% 10.1% 6.0%
2013 14.1% 1.9% 1.0% 5.7% 4.8%
2012 17.8% 7.1% -3.2% 3.2% 10.1%
2011 -26.0% -3.1% -9.5% -20.8% 6.6%
2010 -3.6% 0.9% -3.0% 2.3% -3.6%
2009 87.1% 17.6% 35.3% 2.9% 14.3%
2008 -58.7% -32.9% -2.6% -23.6% -17.3%
2007 58.1% 5.8% 26.0% 25.4% -5.4%
2006 50.3% 11.0% -2.8% 10.1% 26.6%
2005 30.9% 3.1% 11.9% 9.6% 3.5%
2004 1.4% 6.9% -10.0% 6.0% -0.5%
2003 36.5% -7.0% 16.1% 19.0% 6.2%
2002 -36.3% 3.0% -18.3% -21.8% -3.2%
2001 -6.5% 4.0% 5.5% -35.4% 31.9%
2000 -23.1% 4.2% -6.0% -0.8% -20.8%
1999 56.6% 8.2% 40.7% -12.2% 17.2%
1998 -21.3% 11.4% -28.0% -13.3% 13.3%
1997 18.6% -2.2% -25.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Cyprus
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hong Kong
  10. Italy
  11. Japan
  12. Korea
  13. Liechtenstein
  14. Luxembourg
  15. Malta
  16. Netherlands
  17. Norway
  18. Portugal
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date31/01/1997
  • Share Class size657Mn
  • Base currencyUSD
  • ISIN LU0072913022

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.87%
  • Initial investment2

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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).