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Jih Sun Anti-Global Warming Fund

Ranked 1284 out of 3341 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Shao-Rong Feng

Objective

The fund aims to pursuit long term appreciation and stable income by investing a minimum of 70% of the net assets in equities and Depositary Receipts from around the world including Taiwan. A minimum of 50% of the net assets will invest in foreign securities. The fund will invest a minimum of 60% of the net assets in the equities of companies related to the theme of global warming (1) renewable energy (2) resources (3) energy saving (4) control of environmental pollution (5) other anti-global warming new industries.

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

Performance

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

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% -0.5% 4.6%
2017 26.9% 9.3% 5.4% 6.1% 3.8%
2016 5.2% 0.2% 1.0% 6.1% -2.1%
2015 -5.1% 3.5% 3.2% -14.5% 4.0%
2014 -0.8% 2.3% 2.1% -5.0% -0.1%
2013 18.1% 9.0% -1.3% 6.4% 3.1%
2012 7.0% 12.2% -4.8% 0.9% -0.7%
2011 -18.1% 2.4% -6.4% -18.1% 4.3%
2010 -4.3% -4.2% -13.7% 12.4% 3.0%
2009 26.6% -10.7% 20.3% 13.1% 4.2%
2008 7.7% -22.4% -22.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date17/01/2008
  • Share Class size340Mn
  • Base currencyTWD
  • ISIN TW000T2031Y0

Purchase Info

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

Charges

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