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GAM Multistock - Asia Focus Eq B

Ranked 13 out of 24 in - Emerging Markets Asia over 12 months
All calculations are in USD unless stated

Managed by

Jian Shi Cortesi

Jian Shi Cortesi is a Portfolio Manager of Asian equities and among others responsible for the JB China Evolution Fund. Prior to GAM Group in May 2010, she worked in research and portfolio management of Asian equities for a regional wealth management firm in the United States. She started her career as an assistant editor at Dow Jones in Beijing. Jian Shi Cortesi holds a Bachelor degree in International Business from Beijing Foreign Studies University in China and an MBA from the University of Tennessee in the United States. She is a CFA Charterholder and a Certified FRM (Financial Risk Manager) holder. She is based in Zurich.

Objective

The fund seeks to achieve long-term capital growth by investing in a concentrated portfolio across Asia ex Japan. The fund focuses on sectors and companies that are deemed important to the local economic activity and which tend to be under-represented in stock market indices. The fund is suitable for long-term oriented investors who wish to participate in an active, unconstrained investment strategy.

Showing fund performance in Singapore View performance globally

Performance

Emerging Markets Asia over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.7% -4.5%
2017 47.2% 16.1% 10.3% 6.4% 8.1%
2016 10.0% 1.1% 0.8% 15.3% -6.5%
2015 -7.6% 5.3% 2.8% -17.0% 2.9%
2014 3.7% -1.8% 7.8% -0.9% -1.1%
2013 4.6% 0.2% -6.8% 2.4% 9.4%
2012 21.3% 8.6% -3.7% 7.0% 8.4%
2011 -21.9% -3.4% -2.2% -20.0% 3.3%
2010 0.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
GAM Multistock - China Evolution Eq-USD C 8.19%
Tencent Holdings Ltd ORD 6.27%
Morgan stanley Asia Products Ltd/Kweichow Moutai Warrant 4.26%
Alibaba Group Holding Ltd DR 4.04%
Samsung Electronics Co Ltd ORD 3.59%
Taiwan Semiconductor Manufacturing Co Ltd DR 3.47%
HDFC Bank Ltd DR 3.40%
China Mobile Ltd DR 3.16%
Baidu Inc DR 2.60%
Infosys Ltd DR 2.24%
30/06/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Estonia
  4. France
  5. Germany
  6. Italy
  7. Latvia
  8. Liechtenstein
  9. Lithuania
  10. Luxembourg
  11. Netherlands
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size32Mn
  • Base currencyUSD
  • ISIN LU0529499989

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.40%

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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).