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EI Sturdza Strategic China Panda Fund USD

Ranked 21 out of 25 in - Greater China over 12 months
All calculations are in EUR unless stated

Managed by

Lilian Co

Lilian Co is the CIO at LBN Advisers Limited and has over 16 years of investment experience. She manages the Strategic China Panda Fund for EI Sturdza Strategic Management focusing on a cyclical and defensive growth style. Prior to her current role, Lilian was responsible for the Hong Kong China Fund at Baring Asset Management (Asia) Ltd. She is a Chartered Financial Analyst and holds a Bachelor of Commerce degree from the University of Alberta in Canada and an MBA from the University of Nottingham.

Objective

The fund will invest directly, or indirectly through the use of financial derivative instruments and ETFs as described below, not less than 70% (on a consolidated basis) of its total assets in equity securities quoted or traded on a Recognised Exchange, to include but not limited to stock exchanges in Hong Kong, China, Taiwan or Singapore, and issued by Chinese issuers, being companies incorporated in Hong Kong, China or Taiwan, or in companies which predominantly carry on their activities in Hong Kong, China, or Taiwan.

Showing fund performance in Ireland View performance globally

Performance

Greater China over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% -0.6%
2017 43.2% 15.1% 5.4% 15.3% 2.3%
2016 0.5% -12.6% 0.9% 13.0% 0.9%
2015 9.7% 18.7% 5.7% -21.6% 11.6%
2014 0.8% -3.6% -0.5% 6.7% -1.5%
2013 25.8% 8.2% -1.1% 3.3% 13.8%
2012 13.4% -0.2% 1.8% 3.6% 7.7%
2011 -17.0% -5.8% -0.1% -13.5% 1.9%
2010 14.3% 5.2% -1.2% 0.8% 9.0%
2009 70.6% 6.5% 14.6% 8.4% 28.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Liechtenstein
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date03/10/2008
  • Share Class size53Mn
  • Base currencyUSD
  • ISIN IE00B3DKH950

Purchase Info

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

Charges

  • Annual management1.50%

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