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Schroder ISF Taiwanese Equity A Acc

Ranked 2 out of 3 in - Taiwan over 12 months
All calculations are in CHF unless stated

Managed by

Louisa Lo

Louisa Lo graduated from the University of Melbourne with a Bachelors degree in commerce and graduated from Macquarie University with a Masters degree in applied finance. Louise joined Schroders in 1996 in the Hong Kong office and is currently the head of Asia excluding Japan equity. She is also the manager of regional institutional portfolios. Prior to joining Schroders, Louisa spent three years working as a research analyst with securities firms where she focused on regional electronics stocks. She has been managing funds for over 16 years and is a Chartered Financial Analyst.

Objective

The Fund aims to provide capital growth by investing in equity and equity related securities of Taiwanese companies.

Showing fund performance in Switzerland View performance globally

Performance

Taiwan over : 31/10/2017 - 31/10/2018
  • Rank 2/3 Total Return
  • Rank 2/3 Standard Deviation
  • Rank 2/3 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.3% -0.8% -0.7%
2017 21.3% 9.4% -0.2% 3.5% 7.4%
2016 15.3% 1.0% 2.5% 9.2% 2.0%
2015 -0.3% 4.2% 2.7% -11.2% 4.9%
2014 15.0% -0.4% 10.0% 2.6% 2.3%
2013 5.4% 1.8% 0.2% -1.1% 4.5%
2012 21.9% 13.4% -1.2% 10.5% -1.7%
2011 -13.7% -5.4% -1.7% -9.5% 2.6%
2010 7.8% -2.7% -5.5% 7.3% 9.3%
2009 76.7% 14.3% 24.7% 16.1% 6.9%
2008 -49.3% -9.1% -9.6% -18.8% -24.0%
2007 1.3% -1.6% 15.9% 1.4% -12.4%
2006 14.5% 1.4% -4.4% 5.5% 12.0%
2005 39.6% 7.3% 13.4% 0.6% 14.1%
2004 -5.6% 11.6% -15.9% -1.4% 2.0%
2003 29.3% -6.9% 16.7% 21.6% -2.1%
2002 -36.9% 14.1% -28.2% -17.1% -7.2%
2001 16.8% 36.8% -14.5% -39.7% 65.7%
2000 -47.5% 28.5% -20.1% -18.3% -37.5%
1999 85.3% 5.2% 46.4% -8.0% 30.8%
1998 -7.4% 25.8% -20.7% -14.9% 9.0%
1997 18.4% 28.7% 19.3% -1.0% -22.1%
1996 49.7% 1.1% 31.2% -1.7% 14.9%
1995 -34.5% -16.7% -9.2% -14.2% 1.0%
1994 1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2018

Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd ORD 9.80%
Hon Hai Precision Industry Co Ltd ORD 6.10%
Formosa Plastics Corp ORD 5.42%
Cathay Financial Holding Co Ltd ORD 5.11%
Fubon Financial Holding Co Ltd ORD 4.70%
Dadi Early-Childhood Education Group Ltd ORD 3.78%
Asustek Computer Inc ORD 3.54%
Chunghwa Telecom Co Ltd ORD 3.47%
E.SUN Financial Holding Co Ltd ORD 3.30%
MediaTek Inc ORD 3.28%
30/09/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Italy
  15. Korea
  16. Liechtenstein
  17. Luxembourg
  18. Macau
  19. Netherlands
  20. Norway
  21. Poland
  22. Portugal
  23. Singapore
  24. Spain
  25. Sweden
  26. Switzerland
  27. United Kingdom

Fund Info

  • Launch date18/01/2008
  • Share Class size302Mn
  • Base currencyUSD
  • ISIN LU0270814014

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5.00%

Related News

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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).