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Vontobel mtx Sust Asian Leaders (ex Japan) H

Ranked 2 out of 104 in - Asia Pacific Excluding Japan over 12 months
All calculations are in EUR unless stated

Managed by

Thomas Schaffner

Thomas Schaffner joined Vontobel Asset Management in 2009. He manages the mtx China Leaders fund, the mtx Sustainable Asian Leaders (ex Japan) fund and co-manages the mtx Sustainable Emerging Markets Leaders fund. Prior to joining Vontobel, from 2006 to 2009, he was equity analyst at Lombard Odier in Hong Kong covering regional Asian (ex Japan) companies and contributing to the investment strategy. From 1998 to 2005 he was portfolio manager at Credit Suisse and an independent asset manager in Basel, where he developed and successfully managed a commodity fund. Thomas holds a MBA with a specialization in China Business from Hong Kong University of Science & Technology and a Bachelor of Science (BSc) in Accounting & Finance from the University of Applied Sciences in Basel. He is a CFA charterholder.

Objective

At least two-thirds of the Fund's assets are invested in shares, equity-like transferable securities, dividend-right and participation certificates and so on, as well as to a lesser extent in equity warrants in companies with their registered office or a predominant proportion of their business in Asia (ex Japan) and that contribute to sustainable economic activities.

Showing fund performance in Netherlands View performance globally

Performance

Asia Pacific Excluding Japan over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 15.8% 8.8% 11.5%
2016 3.5% -4.0% 1.8% 14.3% -7.3%
2015 -3.6% 5.7% 3.5% -18.3% 7.9%
2014 14.7% -0.1% 6.0% -1.7% 10.2%
2013 8.9% -0.2% -4.7% 8.6% 5.5%
2012 15.8% 11.1% -7.8% 7.0% 5.6%
2011 -19.8% 1.3% -1.7% -25.4% 7.9%
2010 17.2% 4.2% -9.1% 16.9% 5.9%
2009 78.4% 8.4% 29.8% 18.9% 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date17/11/2008
  • Share Class size21Mn
  • Base currencyEUR
  • ISIN LU0384409693

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.65%

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