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F&C Pacific Growth

Ranked 88 out of 189 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP unless stated

Managed by

Erik Rubingh

Erik Rubingh is the head of systematic equities at F&C Asset Management. He has been managing the F&C North American fund since joining the company in 2007. Rubingh runs global equity strategies and describes his investment style as a systematic and quant-based. Before joining F&C he was a senior portfolio manager and head of global quant equities at APG Asset Management, and was a quant analyst at AXA Investment Managers. Rubingh is a CFA Charterholder and studied econometrics at Groningen University. He is currently based in the Netherlands.

Objective

The fund aims to achieve capital growth through investment in companies based or trading in Asian and Pacific markets excluding Japan. We place particular emphasis on less well-developed markets in the region when open to outside investors. The fund will invest mainly in equities.

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Excluding Japan over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 12.6% 1.6%
2016 28.6% 3.1% 9.5% 13.9% 0.1%
2015 -1.2% 12.3% -7.7% -12.4% 8.9%
2014 12.9% 1.6% 2.6% 3.0% 5.2%
2013 -3.4% 7.7% -7.8% -1.8% -1.0%
2012 14.7% 10.4% -5.0% 4.3% 4.9%
2011 -23.1% -4.1% 0.8% -22.7% 2.9%
2010 14.6% 6.7% -8.2% 8.4% 7.9%
2009 42.9% 1.1% 14.3% 17.9% 4.9%
2008 -39.7% -16.0% -7.5% -20.0% -3.1%
2007 51.4% 7.2% 16.5% 15.4% 5.0%
2006 17.6% 9.2% -6.4% 3.7% 10.9%
2005 35.4% 5.3% 9.2% 10.3% 6.8%
2004 11.2% 4.2% -8.6% 9.3% 6.9%
2003 30.7% -2.7% 11.3% 13.9% 5.9%
2002 -15.7% 11.8% -11.4% -15.9% 1.3%
2001 -3.2% -3.6% -0.2% -24.1% 32.7%
2000 -28.2% 2.6% -3.8% -13.6% -15.7%
1999 59.1% 2.8% 37.1% -11.2% 27.2%
1998 -11.5% 1.4% -25.3% -8.6% 27.7%
1997 -39.9% 2.4% 3.5% -14.9% -33.3%
1996 5.7% 10.0% -0.1% -2.0% -1.9%
1995 4.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Taiwan Semiconductor Manufacturing Co Ltd ORD 4.52
Hon Hai Precision Industry Co Ltd ORD 3.62
CSL Ltd ORD 3.09
Samsung Electronics Co Ltd ORD 3.02
Tencent Holdings Ltd ORD 2.98
Telstra Corporation Ltd ORD 2.83
Westpac Banking Corp ORD 2.54
ITC Ltd ORD 2.50
BOC Hong Kong Holdings Ltd ORD 2.39
Alibaba Group Holding Ltd DR 2.16
30/06/2017

Registered For Sale In

  1. Chile
  2. Ireland
  3. United Kingdom

Fund Info

  • Launch date23/10/1981
  • Share Class size30Mn
  • Base currencyGBP
  • ISIN GB0033143115

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment5

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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).