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SinoPac Fund

Ranked 30 out of 99 in - Taiwan over 12 months
All calculations are in TWD unless stated

Managed by

Ying-Yi Li

Objective

The fund aims to diversify investment risk, ensure safety of fund asset and pursue long term appreciation and stable income. The fund invests a minimum of 70% of the net assets in listed stocks, OTC stocks and emerging stocks.

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

Performance

Taiwan over : 31/10/2017 - 31/10/2018
  • Rank 30/99 Total Return
  • Rank 54/99 Standard Deviation
  • Rank 31/99 Max Drawdown
Fund Name Currency Return
28 Jih Sun Top Five Fund TWD

-8.5%

29 HSBC Taiwan Phoenix Fund A TWD

-8.6%

30 SinoPac Fund TWD

-8.7%

31 Jih Sun Optimization Fund TWD

-8.7%

32 HSBC Taiwan Blue-Chips Fund TWD

-8.9%

Fund Name Currency Loss
29 Fubon Fund A TWD

-18.5%

30 Eastspring Investments Export Fund TWD

-18.6%

31 SinoPac Fund TWD

-18.8%

32 Mega First Fund TWD

-18.9%

33 Allianz Global Investors Taiwan Intelligence Trend TWD

-19.5%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 4.7% 8.4% -6.6%
2017 18.6% 6.0% 0.9% 8.0% 2.7%
2016 0.0% 0.0% -2.3% 10.0% -6.9%
2015 -14.8% 4.4% -5.9% -13.7% 0.6%
2014 7.4% -0.5% 6.4% -1.7% 3.3%
2013 14.1% 5.7% -0.9% 5.1% 3.6%
2012 11.0% 10.6% -7.0% 11.5% -3.2%
2011 -18.8% -6.9% 4.9% -13.1% -4.3%
2010 17.7% -5.2% -4.1% 19.7% 8.1%
2009 79.1% 14.2% 29.2% 16.0% 4.6%
2008 -32.4% 12.2% -6.1% -23.4% -16.3%
2007 32.8% 2.8% 10.1% 26.8% -7.5%
2006 43.3% 2.0% 11.0% 6.7% 18.6%
2005 -12.5% -1.7% -6.8% -2.5% -2.1%
2004 2.1% 15.1% -14.4% 1.9% 1.6%
2003 15.4% -7.7% 4.6% 11.5% 7.2%
2002 11.0% 26.3% -17.2% -3.1% 9.7%
2001 29.7% 34.5% -16.1% -23.9% 51.2%
2000 -44.6% 12.4% -13.2% -21.0% -28.1%
1999 45.8% -7.0% 49.8% -11.6% 18.4%
1998 -6.4% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date14/04/1998
  • Share Class size1,198Mn
  • Base currencyTWD
  • ISIN TW000T2501Y2

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

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