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Matthews China Fund;Investor

Ranked 12 out of 144 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Andrew Mattock

Andrew Mattock is a portfolio manager at Matthews Asia, where he began working in April 2015. Before taking up his current position, Mattock joined Henderson Global Investors in 1999 as an assistant fund manager, later becoming a portfolio manager on Henderson’s Asian equities team based in Singapore. Prior to this he worked for Pricewaterhouse where he qualified as a Chartered Accountant. Mattock is a Chartered Financial Analyst and graduated from the Australian Catholic University with a Bachelor's degree in business.

Objective

The Fund seeks long-term capital appreciation through investment primarily in equity securities of Chinese companies. Under normal circumstances, the Fund will invest at least 65% of its total assets in equity securities of Chinese companies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Greater China over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 6.2%
2017 59.4% 15.8% 12.3% 11.8% 9.6%
2016 -5.2% -10.5% -1.8% 15.0% -6.1%
2015 2.4% 6.9% 10.6% -21.5% 10.3%
2014 -4.4% -8.5% 3.6% -1.3% 2.1%
2013 6.8% -3.0% -6.5% 11.8% 5.4%
2012 12.0% 9.0% -6.4% 0.7% 9.0%
2011 -18.9% -1.1% 0.9% -23.5% 6.2%
2010 15.8% 2.9% -5.3% 18.2% 0.5%
2009 78.3% 3.6% 34.3% 14.6% 11.9%
2008 -49.0% -22.5% -2.0% -19.3% -16.8%
2007 70.1% 3.4% 24.9% 33.2% -1.1%
2006 64.8% 20.1% -0.3% 7.6% 28.0%
2005 6.9% 1.1% -0.3% 8.4% -2.2%
2004 3.9% 3.3% -8.1% 4.9% 4.3%
2003 65.0% 1.5% 11.9% 21.1% 20.0%
2002 -7.5% 4.4% 3.3% -17.4% 3.7%
2001 20.9% 17.8% 21.5% -27.1% 16.0%
2000 -6.7% 2.8% 0.3% -4.1% -5.6%
1999 47.1% -9.7% 69.6% -15.8% 14.1%
1998 -32.7% -18.2% 8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United States

Fund Info

  • Launch date19/02/1998
  • Share Class size1,004Mn
  • Base currencyUSD
  • ISIN US5771307015

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment100

Charges

  • Annual management0.66%

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