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Matthews Asia Strategic Income Fund;Investor

Ranked 24 out of 44 in - Asia Pacific Local Currency over 12 months
All calculations are in USD unless stated

Managed by

Teresa Kong

Teresa Kong is a Portfolio Manager at Matthews Asia and manages the firm’s Asia Strategic Income Strategy. Prior to joining Matthews Asia in 2010, she was Head of Emerging Market Investments at Barclays Global Investors, now known as BlackRock, and responsible for managing the firm’s investment strategies in Emerging Asia, Eastern Europe, Africa and Latin America. She developed and managed strategies spanning absolute return, active long-only and exchange-traded funds. In addition to founding the Fixed Income Emerging Markets Group at BlackRock, she was also Senior Portfolio Manager and Credit Strategist on the Fixed Income credit team. Previously, Teresa was a Senior Securities Analyst in the High Yield Group with Oppenheimer Funds, and began her career with JP Morgan Securities Inc., where she worked in the Structured Products Group and Latin America Capital Markets Group. She received both a B.A. in Economics and Political Science and an M.A. in International Development Policies from Stanford University. She speaks Cantonese fluently and is conversational in Mandarin.

Objective

The Fund seeks to provide income and total return over the long term. The Fund invests at least 80% of its total net assets in income-producing securities issued by governments, quasi-governmental entities, supra-national institutions, and companies in the Asia region.

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

Performance

Asia Pacific Local Currency over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.9% -5.3% -0.6%
2017 9.4% 2.4% 3.2% 2.1% 1.4%
2016 8.9% 3.3% 2.5% 4.7% -1.7%
2015 -0.6% 0.7% -0.3% -3.5% 2.6%
2014 2.5% 1.9% 2.6% -1.0% -0.9%
2013 -0.5% 2.1% -5.4% 0.9% 2.2%
2012 13.6% 3.6% 0.6% 5.3% 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/11/2011
  • Share Class size41Mn
  • Base currencyUSD
  • ISIN US5771255032

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment100

Charges

  • Annual management0.47%

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