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Vontobel Fund mtx China Leaders B USD

Ranked 9 out of 62 in - China over 12 months
All calculations are in EUR unless stated

Managed by

Thomas Schaffner

Thomas Schaffner joined Vontobel Asset Management in 2009. He manages the mtx China Leaders fund, the mtx Sustainable Asian Leaders (ex Japan) fund and co-manages the mtx Sustainable Emerging Markets Leaders fund. Prior to joining Vontobel, from 2006 to 2009, he was equity analyst at Lombard Odier in Hong Kong covering regional Asian (ex Japan) companies and contributing to the investment strategy. From 1998 to 2005 he was portfolio manager at Credit Suisse and an independent asset manager in Basel, where he developed and successfully managed a commodity fund. Thomas holds a MBA with a specialization in China Business from Hong Kong University of Science & Technology and a Bachelor of Science (BSc) in Accounting & Finance from the University of Applied Sciences in Basel. He is a CFA charterholder.

Objective

The sub-fund invests primarily in equities and equity-related securities. In addition, the sub-fund may hold liquid funds. The sub-fund invests in securities of companies with registered office and / or business focus in the People's Republic of China (including Hong Kong, Macao and Taiwan).

Showing fund performance in Luxembourg View performance globally

Performance

China over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
2017 41.3% 13.9% 5.4% 9.7% 7.3%
2016 4.7% -12.6% 4.8% 15.4% -0.9%
2015 14.1% 20.1% 4.8% -20.2% 13.5%
2014 26.3% -5.1% 3.6% 8.4% 18.5%
2013 2.3% -1.9% -8.3% 8.6% 4.7%
2012 20.1% 8.4% -1.2% 1.9% 10.0%
2011 -18.1% -1.1% -5.8% -24.7% 16.9%
2010 21.1% 6.7% 0.9% 3.8% 8.4%
2009 63.8% 6.2% 26.3% 4.8% 16.5%
2008 -54.5% -34.3% -1.9% -19.1% -12.5%
2007 29.1% 32.5% -8.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Liechtenstein
  7. Luxembourg
  8. Norway
  9. Peru
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland

Fund Info

  • Launch date02/02/2007
  • Share Class size67Mn
  • Base currencyUSD
  • ISIN LU0278091979

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment1.75

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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).