Vontobel Asset Management
Fund analysed: Vontobel Fund mtx China Leaders
Citywire rating: AA
Market share: 0.9%
Thomas Schaffner’s Vontobel Fund mtx China Leaders fund mainly invests in equities and equity-like securities and aims for strong capital growth.
The fund’s assets are mostly allocated to financials at 30.7%, information technology at 27.8% and consumer discretionary at 12.7%.
The fund’s largest holdings include Tencent at 8.8%, Alibaba (8.7%) and Ping An Insurance (7.8%). Over the past five years the fund has returned 94.6% and has outperformed the sector average since November 2014.
Shaffner earned his first Citywire rating in November 2011.