GaveKal Asian Opportunities UCITS Fund C GBPRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 19.2 | -7.2 | -13.2 | 8.3 | 6.8 | |
+/-Cat | 6.2 | -7.5 | -5.1 | 10.6 | 6.0 | |
+/-B’mrk | 6.6 | -6.0 | -8.9 | 6.2 | 6.3 | |
Category: Asia Allocation | ||||||
Category Benchmark: Morningstar Asia 50/50 NR USD |
Key Stats | ||
NAV 26/03/2024 | GBP 166.98 | |
Day Change | 0.58% | |
Morningstar Category™ | Asia Allocation | |
IA (formerly IMA) Sector | - | |
ISIN | IE00B5W92K36 | |
Fund Size (Mil) 27/03/2024 | EUR 181.42 | |
Share Class Size (Mil) - | - | |
Max Initial Charge | 2.00% | |
Ongoing Charge 19/02/2021 | 2.17% |
Investment Objective: GaveKal Asian Opportunities UCITS Fund C GBP |
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 01/12/2010 |
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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 GBP | 31/12/2022 |
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