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Fuh Hwa Rising ASEAN Fund

Ranked 13 out of 26 in - ASEAN over 12 months
All calculations are in USD unless stated

Managed by

Jia-Huang Xu

Objective

The fund aims to diversify investment risk, ensure safety of fund asset and pursue long term appreciation and stable income. The fund invests a minimum of 70% of the net assets in stocks (including underwriting stocks). The fund invests a minimum of 60% of the net assets in securities from ASEAN countries.

Performance

ASEAN over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 5.6%
2017 29.0% 10.8% 2.9% 2.9% 9.9%
2016 3.3% 6.5% 1.5% 3.7% -7.9%
2015 -16.8% 1.8% -3.3% -19.6% 5.0%
2014 -1.3% 1.9% 8.5% -1.7% -9.1%
2013 -0.9% 10.8% -3.8% -5.7% -1.4%
2012 24.5% 10.8% -4.6% 10.4% 6.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date24/10/2011
  • Share Class size979Mn
  • Base currencyTWD
  • ISIN TW000T2278Y7

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).