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Fidelity Funds - Taiwan Y-ACC-USD

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

Managed by

Raymond Ma

Raymond Ma is a portfolio manager at Fidelity Worldwide Investment in Hong Kong. He joined the firm in 2006 as an investment analyst and prior to this, he worked at BNP Paribas Peregrine in Shanghai between 2000 and 2006. Raymond uses a long-only investment style across the chinese equity mandates he runs. He graduated from the Fudan University in Shanghai with a degree in Law.

Objective

The fund invests principally in Taiwanese equities. Its aim is to provide investors with long-term capital growth from diversified and actively managed portfolios of securities.

Showing fund performance in Poland View performance globally

Performance

Taiwan over : 31/07/2016 - 31/07/2017
  • Rank 2/3 Total Return
  • Rank 1/3 Standard Deviation
  • Rank 1/3 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 10.6% -0.1%
2016 17.9% 2.1% 3.0% 10.4% 1.6%
2015 3.1% 20.9% -1.3% -17.4% 4.6%
2014 20.4% 4.4% 13.9% 0.3% 1.0%
2013 14.0% 5.9% 0.4% 1.6% 5.5%
2012 19.2% 13.6% -3.7% 8.4% 0.5%
2011 -25.3% -10.1% -1.1% -15.0% -1.1%
2010 21.0% 1.1% -2.3% 6.2% 15.3%
2009 67.2% 9.6% 22.1% 13.7% 10.0%
2008 -10.4% -16.9% -22.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Guernsey
  9. Iceland
  10. Ireland
  11. Italy
  12. Jersey
  13. Luxembourg
  14. Netherlands
  15. Norway
  16. Oman
  17. Poland
  18. Qatar
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date12/03/2008
  • Share Class size05Mn
  • Base currencyUSD
  • ISIN LU0346392052

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0

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