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UPAMC Taiwan Power Fund

Ranked 46 out of 99 in - Taiwan over 12 months
All calculations are in TWD unless stated

Managed by

Yan-Bo Liu

Objective

The fund aims to pursuit long term appreciation and stable income through investing a minimum of 70% of the net asset in equities listed on the Taiwan Stock Exchange (TSE) and the Taiwan OTC Market. The fund will invest a minimum of 60% of the net asset in China concept equities and equities of technology companies. A minimum of 30% of the net asset must invest in China concept equities.

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

Performance

Taiwan over : 31/10/2017 - 31/10/2018
  • Rank 46/99 Total Return
  • Rank 97/99 Standard Deviation
  • Rank 85/99 Max Drawdown
Fund Name Currency Return
44 Manulife Global Fd-Taiwan Equity AA TWD

-10.2%

45 Shin Kong Fu-Kuei Fund TWD

-10.5%

46 UPAMC Taiwan Power Fund TWD

-10.5%

47 Fubon Precision Fund TWD

-11.0%

48 Fubon Supreme Fund TWD

-11.1%

Fund Name Currency Loss
83 Yuanta OTC Equity Fund TWD

-29.9%

84 Prudential Financial OTC Fund TWD

-29.9%

85 UPAMC Taiwan Power Fund TWD

-30.1%

86 Capital OTC Fund TWD

-30.2%

87 Invesco Mainstream Equity Fund TWD

-30.4%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.0% 25.1% -23.0%
2017 40.5% 10.5% 7.7% 13.4% 4.1%
2016 -4.1% -0.1% -6.1% 12.3% -9.0%
2015 -1.3% 0.7% 14.0% -15.1% 1.2%
2014 15.4% 11.0% 10.5% -5.9% -0.1%
2013 33.0% 7.9% 6.5% -0.3% 16.1%
2012 10.7% 20.6% -9.6% 1.5% 0.0%
2011 -16.8% 7.4% -2.8% -13.8% -7.5%
2010 4.0% -11.2% -8.4% 16.3% 9.9%
2009 85.7% 14.3% 24.6% 21.2% 7.6%
2008 -51.3% -7.1% -16.6% -16.7% -24.6%
2007 -9.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date13/09/2007
  • Share Class size702Mn
  • Base currencyTWD
  • ISIN TW000T0922Y2

Purchase Info

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

Charges

  • Initial investment1.40%

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