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Shin Kong Cross Strait Selective Fund

Ranked 143 out of 144 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Chang-Sheng Li

Objective

The fund aims to diversify investment risk, ensure safety of fund asset and pursue long term appreciation and stable income. The fund mainly invests in equities which core business is in mainland China, including Shanghai A-shares and B-shares, Shenzhen A-shares and B-shares, Taiwan equities and ETFs, Taiwan funds and investment trust (including REITs), H-shares, Red Chips, Private Enterprises in China that listed in Hong Kong and S-shares. The fund invests a minimum of 70% of the net assets in listed equities and depositary receipts and invests a minimum of 60% of the net assets in above securities. The fund invests a minimum of 15% of the net assets in Taiwan equities and ETFs.

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

Performance

Greater China over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8% -10.3% -15.1%
2017 50.0% 11.4% 7.8% 21.0% 3.3%
2016 -2.4% -5.5% -0.4% 9.4% -5.1%
2015 -10.0% 4.3% 6.9% -20.0% 0.9%
2014 9.7% -3.2% 3.3% -0.2% 9.9%
2013 4.7% -3.7% -6.6% 7.4% 8.3%
2012 23.4% 15.1% -6.6% 4.8% 9.6%
2011 -27.5% 2.3% -3.0% -26.6% -0.5%
2010 14.5% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date11/05/2010
  • Share Class size123Mn
  • Base currencyTWD
  • ISIN TW000T1419Y8

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.80%

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