GaveKal Asian Opportunities UCITS Fund C EURRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 19.1 | -7.4 | -12.9 | 8.0 | 8.9 | |
+/-Cat | 6.1 | -7.7 | -4.7 | 10.3 | 6.3 | |
+/-B’mrk | 6.5 | -6.3 | -8.5 | 5.9 | 6.3 | |
Category: Asia Allocation | ||||||
Category Benchmark: Morningstar Asia 50/50 NR USD |
Key Stats | ||
NAV 03/05/2024 | EUR 161.27 | |
Day Change | 0.62% | |
Morningstar Category™ | Asia Allocation | |
ISIN | IE00B57XTG52 | |
Fund Size (Mil) 07/05/2024 | EUR 178.15 | |
Share Class Size (Mil) 14/11/2013 | EUR 8.94 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 19/02/2021 | 2.17% |
Investment Objective: GaveKal Asian Opportunities UCITS Fund C EUR |
The investment objective of the Fund is capital appreciation through tactical asset allocation between the currencies, government bonds, corporate bonds, Convertible Bonds and equities of the Asia-Pacific region. The Sub-Fund’s strategy aims to produce consistent absolute returns through a top-down, tactical asset allocation investment process as well as bottom-up, individual company analysis. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Alfred Ho 31/10/2006 | ||
Christine Cheung 01/08/2015 | ||
Inception Date 19/01/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI AC Pacific NR USD | Morningstar Asia 50/50 NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for GaveKal Asian Opportunities UCITS Fund C EUR | 31/12/2022 |
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