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Invesco China Focus Equity A Acc USD

Ranked 5 out of 36 in - China over 12 months
All calculations are in EUR unless stated

Managed by

Mike Shiao

Mike Shiao has been managing money for more than 15 years and is currently based in Hong Kong where he manages funds for Invesco dealing in Chinese equities, using a core blend investment style. Mike graduated with a BSc from the National Chung Hsing University and an MSc from Drexel University having studied Finance.

Objective

The objective of the Fund is to achieve long term capital growth by investing in equity or equity-related securities of companies with exposure to China. The Investment Adviser will seek to invest the Fund's assets primarily in listed equity or equity related securities issued by companies and other entities having their registered office in China, or companies and other entities located outside China carrying out business activities predominantly in China, or holding companies, the interests of which are predominantly invested in subsidiary companies with a registered office in China.

Showing fund performance in Netherlands View performance globally

Performance

China over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% 5.7%
2017 32.3% 9.4% 3.9% 9.8% 6.1%
2016 2.5% -9.4% 6.9% 7.1% -1.2%
2015 12.9% 12.5% 8.5% -18.2% 13.0%
2014 13.6% -4.0% 5.9% 8.0% 3.5%
2013 21.2% 7.5% -1.8% 8.7% 5.6%
2012 20.3% 9.9% -3.5% 2.7% 10.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Italy
  8. Jersey
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland

Fund Info

  • Launch date15/12/2011
  • Share Class size09Mn
  • Base currencyUSD
  • ISIN LU0717748643

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment1.75%

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