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UBS (Lux) Eq Fd - China Opportunity (USD) P-acc

Ranked 14 out of 152 in - China over 12 months
All calculations are in USD unless stated

Managed by

Bin Shi

Bin Shi is a member of the Global Emerging Market and Asia Pacific Equities team at UBS Asset Management, based in Hong Kong. He is a country analyst and portfolio manager for China, with a focus on Chinese stocks listed on both the overseas and domestic Chinese stock exchanges. Prior to joining UBS, Shi spent three years as head of international business, a portfolio manager and an analyst with Boshi Fund Management Co. – one of the largest domestic mutual fund companies in China. Shi joined UBS in January 2006 and has managed the Greater China Fund since April 2006.

Objective

The investment fund primarily invests in equities of Chinese companies. The portfolio is primarily focused on securities from large companies though strategically supplemented by securities from small and medium-sized companies. Working on the basis of well-grounded analyses by our local investment specialists, the fund manager combines carefully selected equities of various companies from various countries and sectors with the objective of exploiting interesting return opportunities while keeping the level of risk under control.

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

Performance

China over : 31/07/2017 - 31/07/2018
  • Rank 14/152 Total Return
  • Rank 43/152 Standard Deviation
  • Rank 12/152 Max Drawdown
Fund Name Currency Return
12 Hang Seng China A-Share FlexiPower Fund A USD

15.7%

13 Invesco China Focus Equity A Acc USD USD

15.4%

14 UBS (Lux) Eq Fd - China Opportunity (USD) P-acc USD

15.2%

15 ChinaAMC China Opportunities A Acc USD USD

14.7%

16 UBS (CAY) China A Opportunity A

Currency exposure is hedged

Currency exposure is hedged

USD

14.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 5.5% -1.3%
2017 59.4% 14.5% 10.8% 14.7% 9.5%
2016 -2.3% -6.8% -1.1% 14.8% -7.6%
2015 16.0% 8.2% 15.4% -20.0% 16.0%
2014 1.9% -0.8% 1.3% 4.0% -2.5%
2013 28.6% 2.4% 2.1% 12.6% 9.3%
2012 25.2% 11.8% -5.2% 2.4% 15.5%
2011 -32.3% -2.8% -4.2% -30.3% 4.3%
2010 0.1%
2004 6.9% -5.9% 11.0%
2003 40.0% -4.5% 9.3% 26.5% 6.0%
2002 -17.3% 0.9% -2.9% -17.2% 1.9%
2001 -14.1% -8.7% -3.3% -21.8% 24.4%
2000 -15.4% -0.9% -12.8% -1.4% -0.8%
1999 49.7% 3.1% 26.3% -7.4% 24.2%
1998 -20.3% -1.2% -28.4% -10.3% 25.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Iceland
  10. Italy
  11. Korea
  12. Liechtenstein
  13. Luxembourg
  14. Malta
  15. Netherlands
  16. Norway
  17. Peru
  18. Portugal
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date15/11/1996
  • Share Class size3,655Mn
  • Base currencyUSD
  • ISIN LU0067412154

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management1.87%
  • Initial investment3.00%

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