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Fidelity Taiwan Growth Fund

Ranked 82 out of 93 in - Taiwan over 12 months
All calculations are in USD 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 aims to pursuit long term appreciation and stable income through investing a minimum of 70% of the net asset in equities listed on the Taiwan Stock Exchange (TSE) and the Taiwan OTC Market. The fund will invest a minimum 60% of the net asset in equities of companies involved in traditional industries. The net asset value invests in each traditional industry sector must not be more than 30%.

Showing fund performance in Taiwan View performance globally

Performance

Taiwan over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 3.3% -3.2%
2017 25.7% 11.0% 7.0% 2.5% 3.3%
2016 11.8% 4.8% -0.1% 10.8% -3.6%
2015 -8.9% 5.8% 1.9% -17.2% 2.2%
2014 5.3% 2.9% 11.7% -6.2% -2.4%
2013 14.9% 2.4% 1.7% 3.8% 6.4%
2012 19.0% 14.9% -8.5% 11.7% 1.4%
2011 -27.3% -5.9% 1.4% -20.2% -4.5%
2010 11.7% -4.9% -11.3% 16.8% 13.4%
2009 70.3% 4.2% 29.7% 17.1% 7.6%
2008 -40.8% 14.7% -11.4% -24.5% -22.8%
2007 12.8% -5.3% 15.4% 14.0% -9.5%
2006 17.8% -1.7% 5.7% 1.2% 12.0%
2005 5.8% -0.8% 4.1% -3.1% 5.8%
2004 12.0% 9.7% -10.7% 3.0% 10.9%
2003 40.4% -1.3% 12.1% 18.0% 7.6%
2002 -3.4% 10.0% -4.5% -18.0% 12.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date21/11/2001
  • Share Class size1,110Mn
  • Base currencyTWD
  • ISIN TW000T3803Y1

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment5,000

Charges

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