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Value Partners New China Policy A Acc USD

Ranked 8 out of 144 in - Greater China over 12 months
All calculations are in USD unless stated

Managed by

Cheng-Hye Cheah

Originally from Malaysia, Cheng-Hye Cheah is currently based in Hong Kong. Mr Cheah started his career as a financial journalist working for Far Eastern Economic Review and later on the Asian Wall Street Journal. As he was really keen in finances and had vast financial markets knowledge he became head of research and proprietary trader at Morgan Grenfell Group. In 1993 he founded Value Partners where he holds the Chairman and Co-CIO positions. Cheah run strategies in both equities and bonds asset types with a bottom up approach and a value investing style. He also manages institutional mandates and is investor in his own strategies.

Objective

The objective of the Company is to achieve long-term capital growth primarily through investment in equity and equity related securities listed on stock exchanges within the Greater China Region with an aim to invest in companies that can potentially benefit from any China policies. The Company will invest primarily in equity and equity related securities that are listed on stock exchanges and markets located in the Greater China Region but it may also invest in companies listed in other non-Greater China countries.

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

Performance

Greater China over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 2.7% -2.1% -3.8%
2017 37.6% 9.5% 7.3% 6.7% 9.9%
2016 -9.3% -9.5% -4.1% 10.0% -5.0%
2015 1.2% 5.4% 10.0% -16.6% 4.6%
2014 1.9% 4.0% 11.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore

Fund Info

  • Launch date10/03/2014
  • Share Class size28Mn
  • Base currencyUSD
  • ISIN KYG931681053

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment1.25%

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