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Fuh Hwa Global Short-Term Income Fund TWD

Ranked 32 out of 59 in - Global Short Term over 12 months
All calculations are in USD unless stated

Managed by

Yi-Hsin Wu

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 between 1 to 3 years. The fund invests a minimum of 70% of the net assets in OP OS and invests a minimum of 50% of the net assets in foreign securities.

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

Performance

Global Short Term over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.5% -4.2% -0.1%
2017 9.9% 5.9% 0.6% 1.9% 1.2%
2016 1.7% 3.3% -0.1% 2.4% -3.8%
2015 -3.5% 1.8% 1.4% -6.4% -0.1%
2014 -3.4% -2.4% 3.0% -0.5% -3.4%
2013 -1.7% -2.0% -1.9% 2.1% 0.2%
2012 9.9% 4.0% -0.7% 3.8% 2.4%
2011 -5.6% 0.1% 2.7% -8.7% 0.6%
2010 12.3% 2.0% -1.5% 4.8% 6.7%
2009 4.0% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date07/05/2009
  • Share Class size949Mn
  • Base currencyTWD
  • ISIN TW000T2263Y9

Purchase Info

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

Charges

  • Annual management0.60%
  • Initial investment0.60%

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