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Wells Fargo (LUX) WW China Equity A GBP

Ranked 4 out of 18 in - China over 12 months
All calculations are in GBP

Managed by

Anthony Cragg

Anthony Cragg holds both a BA and an MA in English literature from Christ Church College, Oxford. He has over three decades of industry experience starting in the early eighties at Gartmore Investments. He then helped set up Dillon Read International Asset Management before joining Strong Capital in 1993. After over a decade at Strong Capital he joined Wells Fargo in 2005 where he is currently lead portfolio manager of the emerging markets and Asia Pacific equities teams.

Objective

The fund seeks long-term capital appreciation. The China Equity Fund invests at least two-thirds of its total assets in equity securities of Chinese companies, including, without limitation, companies listed in Hong Kong (H-shares), Singapore (Schips), Shanghai (A-shares) and Shenzhen (A-shares) and other global exchanges such as the US, U.K., or Canada. Equity exposure is achieved directly through investment in equity securities and/or indirectly through participatory notes, equity linked notes and/or certificates.

Performance

China over : 30/06/2014 - 30/06/2015
  • Rank 4/18 Total Return
  • Rank 1/18 Standard Deviation
  • Rank 1/18 Max Drawdown
Fund Name Return
2 New Capital China Equity GBP Ord Acc

Currency exposure is hedged

Currency exposure is hedged

50.2%

3 HSBC GIF Chinese Equity AC GBP

46.8%

4 Wells Fargo (LUX) WW China Equity A GBP

43.6%

5 Allianz China Equity - A - GBP

41.2%

6 BGF China A4RF GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

36.3%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 12.1% 6.0%
2014 13.3% -6.3% 0.0% 8.3% 11.6%
2013 9.0% 4.0% -5.2% 5.6% 4.6%
2012 16.9% 8.3% -4.1% -0.8% 13.4%
2011 -21.5% -3.1% -2.7% -22.0% 6.7%
2010 18.3% 5.4% -4.8% 8.9% 8.3%
2009 10.5% 13.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date01/04/2009
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0420458456

Purchase Info

  • Min. initial investment65,000
  • Min. additional investment0

Charges

  • Annual management2.3%

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