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CTBC Taiwan A-Plus Fund

Ranked 65 out of 99 in - Taiwan over 12 months
All calculations are in TWD unless stated

Managed by

Wei-Yue Qiu

Objective

The fund aims to pursuit long term appreciation and stable income through investing a minimum of 70% of the net asset in equities listed on the Taiwan Stock Exchange (TSE) and the Taiwan OTC Market. The fund will invest a minimum of 60% of the net asset in equities which invest a minimum of TWD 50 millions in China.

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

Performance

Taiwan over : 31/10/2017 - 31/10/2018
  • Rank 65/99 Total Return
  • Rank 57/99 Standard Deviation
  • Rank 76/99 Max Drawdown
Fund Name Currency Loss
74 Shin Kong OTC Market Fund TWD

-25.2%

75 UPAMC Optima Fund TWD

-25.7%

76 CTBC Taiwan A-Plus Fund TWD

-26.0%

77 Yuanta 2001 Fund TWD

-26.1%

78 Nomura Taiwan Growth Selection Fund TWD

-26.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 5.9% 8.0% -14.7%
2017 17.8% 2.3% 6.0% 7.3% 1.3%
2016 6.2% -3.8% 3.9% 9.9% -3.4%
2015 3.0% 4.4% 5.0% -8.9% 3.1%
2014 18.1% 9.9% 6.7% -4.9% 6.0%
2013 28.1% 7.8% 3.6% 8.7% 5.5%
2012 5.8% 15.5% -10.6% 3.4% -0.8%
2011 -27.6% -0.9% 1.8% -20.8% -9.4%
2010 19.1% -10.4% -5.2% 24.6% 12.5%
2009 64.1% 11.0% 15.6% 15.6% 10.6%
2008 -52.6% -2.9% -15.9% -23.7% -23.9%
2007 11.5% 6.2% 15.7% 13.4% -20.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date26/10/2006
  • Share Class size102Mn
  • Base currencyTWD
  • ISIN TW000T2618Y4

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment3,000

Charges

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