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Templeton China

Ranked 4 out of 25 in - Greater China over 12 months
All calculations are in EUR unless stated

Managed by

Eddie Chow

Eddie Chow is a senior executive vice president, managing director, and the director of China strategy for the Templeton Emerging Markets Group at Franklin Templeton Investments. In this capacity, he is responsible for setting the overall strategy for his respective area, providing guidance and thought leadership, coordinating appropriate resources and coverage, and leveraging the group's expertise to add value across products within the strategy. Prior to joining Franklin Templeton in 1994, Chow was in the Credit and Marketing Department of the Overseas Chinese Banking Corporation. He entered the financial services industry in 1994. Chow holds an M.B.A. from the University of Wisconsin, Milwaukee and a B.S. in business management from Lingnan College in Hong Kong. He is a Chartered Financial Analyst (CFA) charterholder. Chow speaks Cantonese, English and Mandarin.

Objective

The Fund aims to achieve long-term capital appreciation by investing primarily in equity securities of companies organised under the laws of or having their principal offices in China, Hong Kong or Taiwan, as well as in companies which derive the principal portion of their revenues from goods or services sold or produced, or have the principal portion of their assets in 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% 5.6%
2017 19.7% 8.6% 2.5% 5.7% 1.8%
2016 7.8% -5.6% 3.4% 9.3% 1.0%
2015 -1.2% 15.2% 1.7% -22.6% 9.0%
2014 12.9% -4.9% 3.5% 8.2% 6.0%
2013 -8.2% -1.8% -10.5% 2.9% 1.5%
2012 10.8% 5.3% -4.8% 2.3% 8.1%
2011 -15.6% -3.6% -2.1% -18.9% 10.3%
2010 25.4% 5.3% 4.5% 5.9% 7.6%
2009 58.7% 6.1% 25.4% 6.1% 12.5%
2008 -42.3% -24.2% 0.1% -8.5% -16.8%
2007 32.9% -2.4% 20.2% 19.3% -5.1%
2006 28.9% 5.0% -1.5% 5.2% 18.6%
2005 28.3% 4.5% 10.3% 6.0% 5.0%
2004 5.2% 5.3% -3.1% 3.7% -0.5%
2003 34.9% -1.3% 6.5% 18.4% 8.4%
2002 -11.3% 9.5% -7.5% -10.2% -2.6%
2001 3.4% 11.7% 12.1% -28.9% 16.1%
2000 -12.7% 6.7% -8.7% 6.1% -15.5%
1999 61.2% 4.4% 48.3% -16.5% 24.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Gibraltar
  12. Greece
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Korea
  19. Latvia
  20. Liechtenstein
  21. Lithuania
  22. Luxembourg
  23. Macau
  24. Netherlands
  25. Norway
  26. Peru
  27. Poland
  28. Portugal
  29. Romania
  30. Singapore
  31. Slovakia
  32. South Africa
  33. Spain
  34. Sweden
  35. Switzerland
  36. Taiwan
  37. Turkey
  38. United Arab Emirates
  39. United Kingdom

Fund Info

  • Launch date01/09/1994
  • Share Class size427Mn
  • Base currencyUSD
  • ISIN LU0052750758

Purchase Info

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

Charges

  • Annual management1.60%
  • Initial investment1.60%

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