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Manulife Oriental Pearl Short-term Income Fund USD

Ranked 29 out of 56 in - Global Short Term over 12 months
All calculations are in USD unless stated

Managed by

Penny Chen

Objective

The fund aims to diversify investment risk, ensure safety of fund asset and pursue long term appreciation and stable income. The weighted average duration of the fund assets must be between 1 to 3 years. The fund invests a minimum of 70% of the net assets in OP OS and invests a minimum of 50% of the net assets in RMB bonds.

Performance

Global Short Term over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 2.2% 2.5%
2016 1.0% 3.2% 0.3% 1.3% -3.6%
2015 -2.5% 0.0% 2.0% -3.1% -1.4%
2014 -0.5% -2.0% 1.0% 0.8% -0.3%
2013 4.4% 1.2% -0.4% 1.5% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date11/10/2012
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN TW000T2733Y1

Purchase Info

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

Charges

  • Annual management1.00%

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