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Wells Fargo (LUX) WW China Equity A GBP

Ranked 13 out of 19 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 fund invests principally in equity securities from Chinese companies in all sectors that trade on exchanges in Hong Kong, Singapore, Shanghai and Shenzhen, as well as other global exchanges, such as the United States, the United Kingdom and Canada.

Performance

China over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 3.3% -6.3% 0.0% 10.2%
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 32.2% 5.2% 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
  • 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).