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UPAMC Emerging Markets Corporate Bond Fund-Acc

Ranked 95 out of 101 in - Emerging Markets Global Corporates over 12 months
All calculations are in USD unless stated

Managed by

Wen-Jun Yu

Objective

The fund aims to diversify investment risk, ensure safety of fund asset and pursue long term appreciation and stable income. The weighted average duration of the fund assets must be 1 year or more. The fund invests a minimum of 60% of the net assets in emerging market corporate bonds.

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

Performance

Emerging Markets Global Corporates over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4%
2017 11.0% 6.0% 0.7% 2.2% 1.8%
2016 6.6% 3.8% 2.3% 3.4% -2.9%
2015 -3.7% 1.9% 1.7% -6.9% -0.2%
2014 -4.7% 0.0% 4.0% -2.5% -6.1%
2013 -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date26/08/2013
  • Share Class size339Mn
  • Base currencyTWD
  • ISIN TW000T0928A9

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.70%
  • Initial investment1.7

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