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 20/45 Total Return
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Rank 32/45 Standard Deviation
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Rank 30/45 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 18 | Manulife Asia Pacific Investment Grade Bond A | USD | -2.3% |
| 19 | Matthews Asia Fds-Asia Credit Opps A Dist USD | USD | -2.4% |
| 20 | Matthews Asia Strategic Income Fund;Investor | USD | -2.5% |
| 20 | Nikko AM Shenton Asia Bond A USD | USD | -2.5% |
| 22 | Nomura Asian Bonds Fonds R EUR | USD | -2.5% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 30 | Schroder ISF Asian Local Currency Bond A Acc | USD | 4.9 |
| 31 | Legg Mason WA Asian Opportunities LM Acc USD | USD | 4.9 |
| 32 | Matthews Asia Strategic Income Fund;Investor | USD | 4.9 |
| 33 | HSBC Asian High Yield Bond Fund Acc TWD | USD | 4.9 |
| 34 | United Asian Local Currency Bond Fd Class USD Dis | USD | 5.0 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 28 | Pictet-Asian Local Currency Debt-P USD | USD | -6.4% |
| 29 | United Asian Local Currency Bond Fd Class USD Dis | USD | -6.6% |
| 30 | Matthews Asia Strategic Income Fund;Investor | USD | -6.6% |
| 31 | Legg Mason WA Asian Opportunities LM Acc USD | USD | -6.7% |
| 32 | Deutsche Far Eastern DWS Asia High Yield Inc A | USD | -7.1% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | 1.9% | -5.3% | |||
| 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 size48Mn
- Base currencyUSD
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ISIN US5771255032
Purchase Info
- Min. initial investment2,500
- Min. regular additional investment100
Charges
- Annual management0.47%