Matthews Asia Strategic Income Fund;Investor
Managed by
Teresa Kong
Teresa Kong is a Portfolio Manager at Matthews Asia and manages the firm’s Asia Strategic Income Strategy. Prior to joining Matthews Asia in 2010, she was Head of Emerging Market Investments at Barclays Global Investors, now known as BlackRock, and responsible for managing the firm’s investment strategies in Emerging Asia, Eastern Europe, Africa and Latin America. She developed and managed strategies spanning absolute return, active long-only and exchange-traded funds. In addition to founding the Fixed Income Emerging Markets Group at BlackRock, she was also Senior Portfolio Manager and Credit Strategist on the Fixed Income credit team. Previously, Teresa was a Senior Securities Analyst in the High Yield Group with Oppenheimer Funds, and began her career with JP Morgan Securities Inc., where she worked in the Structured Products Group and Latin America Capital Markets Group. She received both a B.A. in Economics and Political Science and an M.A. in International Development Policies from Stanford University. She speaks Cantonese fluently and is conversational in Mandarin.
Objective
The Fund seeks to provide income and total return over the long term. The Fund invests at least 80% of its total net assets in income-producing securities issued by governments, quasi-governmental entities, supra-national institutions, and companies in the Asia region.
Performance
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Rank 6/52 Total Return
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Rank 26/52 Standard Deviation
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Rank 9/52 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 4 | Nordea 1 - Renminbi High Yield Bond MP USD | USD | 12.6% |
| 5 | CS (Lux) Asia Local Currency Bond Fund B USD | USD | 9.0% |
| 6 | Matthews Asia Strategic Income Fund;Investor | USD | 8.8% |
| 7 | Aberdeen Global II - Asian Bond A1 USD | USD | 8.8% |
| 8 | Matthews Asia Fds-Asia Strategic Income A Acc USD | USD | 8.5% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 24 | Jih Sun Asian High Yield Bond Fund A TWD | USD | 2.9 |
| 25 | Nomura Asian Bonds Fonds R EUR | USD | 3.0 |
| 26 | HSBC Asian High Yield Bond Fund Acc TWD | USD | 3.0 |
| 26 | Matthews Asia Strategic Income Fund;Investor | USD | 3.0 |
| 28 | Manulife Asia Pacific Investment Grade Bond A | USD | 3.0 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 8 | JPMorgan SAR Asian Bond Fund - Class A | USD | -1.1% |
| 9 | Matthews Asia Strategic Income Fund;Investor | USD | -1.2% |
| 10 | Allianz Flexi Asia Bond - AT - USD | USD | -1.2% |
| 11 | Manulife Global Fd-Asia Total Return I | USD | -1.2% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | 1.9% | ||||
| 2017 | 9.4% | 2.4% | 3.2% | 2.1% | 1.4% |
| 2016 | 8.9% | 3.3% | 2.5% | 4.7% | -1.7% |
| 2015 | -0.6% | 0.7% | -0.3% | -3.5% | 2.6% |
| 2014 | 2.5% | 1.9% | 2.6% | -1.0% | -0.9% |
| 2013 | -0.5% | 2.1% | -5.4% | 0.9% | 2.2% |
| 2012 | 13.6% | 3.6% | 0.6% | 5.3% | 3.6% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- United States
Fund Info
- Launch date30/11/2011
- Share Class size75Mn
- Base currencyUSD
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ISIN US5771255032
Purchase Info
- Min. initial investment2,500
- Min. regular additional investment100
Charges
- Annual management0.47%