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Cathay Dragon Fund

Ranked 83 out of 99 in - Taiwan over 12 months
All calculations are in TWD unless stated

Managed by

Guo-Zhong Huang

Guo-Zhong Huang is a fund manager at Cathay Securities where he specialises in Taiwanese Equities. He took on the management of the Cathay Dragon Fund in 2005 and his main focus is on long-term appreciation and stable income by investing in listed equities of companies in Taiwan. His strategy is to invest in competitive companies which have good balance sheets.

Objective

The fund aims to pursuit long term appreciation and stable income by investing primarily in listed equities of Taiwan companies which are competitive and deriving significant growth in profits.

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

Performance

Taiwan over : 31/10/2017 - 31/10/2018
  • Rank 83/99 Total Return
  • Rank 27/99 Standard Deviation
  • Rank 56/99 Max Drawdown
Fund Name Currency Return
81 Mega Citizen Fund TWD

-20.2%

82 JPM Taiwan A Dis USD TWD

-20.3%

83 Cathay Dragon Fund TWD

-20.4%

84 JPMorgan (Taiwan) Taiwan Best Selection Fund-Acc TWD

-20.5%

85 Taishin Mainstream Fund TWD

-21.6%

Fund Name Currency Risk
25 JPM Taiwan A Dis USD TWD

15.0

26 BlackRock Baoli Fund TWD

15.2

27 Cathay Dragon Fund TWD

15.2

28 Mega First Fund TWD

15.3

29 Jih Sun Top Five Fund TWD

15.5

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4% -3.1% -6.9%
2017 24.1% 7.2% 3.7% 6.9% 4.5%
2016 4.9% 2.6% 1.2% 6.8% -5.4%
2015 -5.4% 4.7% 3.0% -10.7% -1.9%
2014 9.3% 3.5% 11.0% -5.0% 0.2%
2013 8.9% 4.2% -1.0% 2.2% 3.3%
2012 16.6% 17.0% -5.1% 5.8% -0.8%
2011 -17.6% -1.6% 1.8% -12.8% -5.7%
2010 6.1% -3.3% -8.7% 14.0% 5.6%
2009 106.3% 22.1% 22.5% 29.8% 6.3%
2008 -46.3% -11.5% -7.2% -14.0% -24.0%
2007 17.7% 8.1% 11.5% 8.6% -10.0%
2006 19.0% 5.3% -2.8% 11.2% 4.5%
2005 33.1% 0.4% 2.4% 7.1% 21.0%
2004 -0.9% 6.5% -9.2% 3.1% -0.6%
2003 -5.4% -11.3% 0.8% 7.2% -1.3%
2002 -22.2% 6.8% -19.9% -11.3% 2.5%
2001 12.2% 24.2% -19.0% -27.0% 52.8%
2000 -37.9% 18.0% -8.2% -17.2% -30.8%
1999 16.3% 1.6% 1.2% 2.0% 11.0%
1998 -7.4% 11.3% -11.6% -7.1% 1.3%
1997 35.9% 26.8% 24.8% 2.4% -16.2%
1996 8.5% -7.1% 15.2% -5.5% 7.3%
1995 -8.6% -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date09/03/1994
  • Share Class size7,078Mn
  • Base currencyTWD
  • ISIN TW000T3714Y0

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

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