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UBS (Lux) Equity Fd - Greater China (USD) P-acc

Ranked 1 out of 3 in - Greater China over 12 months
All calculations are in EUR unless stated

Managed by

Bin Shi

Bin Shi is a member of the Global Emerging Market and Asia Pacific Equities team at UBS Asset Management, based in Hong Kong. He is a country analyst and portfolio manager for China, with a focus on Chinese stocks listed on both the overseas and domestic Chinese stock exchanges. Prior to joining UBS, Shi spent three years as head of international business, a portfolio manager and an analyst with Boshi Fund Management Co. – one of the largest domestic mutual fund companies in China. Shi joined UBS in January 2006 and has managed the Greater China Fund since April 2006.

Objective

The investment fund invests primarily in equities from companies based in Hong Kong, the People's Republic of China and Taiwan. Working on the basis of well-grounded analyses by our local investment specialists, the fund manager combines carefully selected equities of various companies from various countries and sectors with the objective of exploiting interesting return opportunities while keeping the level of risk under control.

Showing fund performance in Malta View performance globally

Performance

Greater China over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 4.2% 3.4% -9.4%
2017 35.6% 12.0% 2.5% 10.1% 7.3%
2016 3.2% -10.8% 5.0% 11.3% -1.0%
2015 25.2% 21.5% 9.1% -21.8% 20.8%
2014 16.2% -2.7% 1.4% 10.8% 6.4%
2013 12.4% 1.2% -0.1% 6.2% 4.7%
2012 18.5% 8.0% -3.0% 2.5% 10.3%
2011 -23.8% -6.7% -3.7% -20.7% 7.0%
2010 14.4% 5.0% 4.6% 1.3% 2.8%
2009 86.6% 15.3% 33.9% 3.5% 16.9%
2008 -53.8% -29.1% -4.8% -22.2% -11.9%
2007 53.8% 4.8% 23.7% 24.9% -5.1%
2006 45.1% 9.1% -1.9% 8.6% 24.9%
2005 30.2% 2.9% 11.7% 9.4% 3.5%
2004 2.4% 7.1% -8.0% 4.1% -0.2%
2003 27.0% -8.5% 10.1% 20.4% 4.7%
2002 -35.1% 3.8% -18.5% -21.1% -2.8%
2001 -3.8% 3.7% 5.8% -33.2% 31.4%
2000 -18.9% 5.1% -4.1% 1.4% -20.6%
1999 57.5% 9.2% 40.2% -11.9% 16.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Cyprus
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Hong Kong
  10. Italy
  11. Japan
  12. Korea
  13. Liechtenstein
  14. Luxembourg
  15. Malta
  16. Netherlands
  17. Norway
  18. Portugal
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. Taiwan
  24. United Kingdom

Fund Info

  • Launch date31/01/1997
  • Share Class size644Mn
  • Base currencyUSD
  • ISIN LU0072913022

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Annual management1.87%
  • Initial investment3.00%

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