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LM MC Greater China A USD Dis (A)

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

Managed by

James Chong

A Chinese national, James Chong joined Martin Currie in 2006 to strengthen its multi-cap expertise and manage all Martin Currie's open-ended China and Greater China funds. Before joining Martin Currie, James was vice-president of equities at Lombard Odier Darier Hentsch, where he managed several Greater China mandates. Earlier, he was vice-president of investments and head of research with South Capital Group, and a senior manager with Nikko Securities. James was a Qualified Accountant (American CPA) with PriceWaterhouse Cooper before he began his investment career in 1994, as China investment analyst with MeesPierson Securities. He graduated from Nottingham Trent University with B.A(Hons) in Accounting and Finance.

Objective

The fund seeks to produce long-term capital growth by investing at least 80 per cent of its Net Asset Value in shares that are issued by companies domiciled in or originating the main portion of their income from the Peoples Republic of China, Hong Kong 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 1.2% 1.6%
2017 32.6% 12.4% 4.3% 6.1% 6.6%
2016 6.8% -8.2% 5.1% 13.2% -2.2%
2015 7.0% 18.0% 2.6% -19.7% 10.1%
2014 18.8% -3.3% 7.3% 6.8% 7.1%
2013 5.0% 3.0% -3.9% 2.6% 3.4%
2012 17.5% 9.0% -1.4% 5.7% 3.4%
2011 -23.6% -4.1% -4.0% -19.2% 2.8%
2010 18.8% 3.2% 0.9% 6.2% 7.4%
2009 69.9% 7.1% 28.6% 8.7% 13.5%
2008 -55.7% -28.9% -7.0% -15.8% -20.4%
2007 46.0% 4.7% 23.8% 21.7% -7.5%
2006 35.4% 17.7% -9.1% 6.0% 19.3%
2005 14.3% 5.6% 4.4% -2.9% 6.8%
2004 -9.3% 10.2% -11.9% -1.5% -5.1%
2003 10.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date11/03/2016
  • Share Class size17Mn
  • Base currencyUSD
  • ISIN IE00BYWVKL98

Purchase Info

  • Min. initial investment1,000
  • 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).