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New Capital China Equity USD Ord Acc

Ranked 41 out of 53 in - China over 12 months
All calculations are in USD unless stated

Managed by

Mansfield Mok

Mansfield Mok is a senior portfolio manager and senior vice president at EFG Asset Management (HK) Limited. He joined EFG in July 2012, and the next month he launched the New Capital China Equity Fund. He previously worked at GAM Hong Kong, having worked there since August 2007. Based in Kowloon, Hong Kong, Mansfield has also worked at MEAG (formerly Munich Re Asia Capital Management), ING Barings Securities Hong Kong and started out as a research analyst at Hoare Govett Securities Hong Kong in 1990.

Objective

The investment objective of the Sub-Fund is to achieve capital appreciation through investment primarily in quoted securities issued by companies with principal offices or significant business activities in the Peoples Republic of China and Hong Kong.

Showing fund performance in Singapore View performance globally

Performance

China over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 12.8% 8.0%
2016 -8.3% -5.7% -8.2% 14.1% -7.1%
2015 -11.9% 2.1% 10.7% -23.3% 1.6%
2014 22.7% -8.5% 2.6% 14.5% 14.2%
2013 8.7% -1.3% -6.8% 9.6% 7.8%
2012 12.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date20/08/2012
  • Share Class size56Mn
  • Base currencyUSD
  • ISIN IE00B7TWVK27

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment1,000

Charges

  • Annual management1.75%
  • Initial investment0

Related News

EFGAM's Mok: China e-commerce stocks can see a de-rating

Citywire A-rated star says earnings could disappoint on the back of expected M&A activity in the sector.

EFG's Mok: move over Alibaba, China’s new tech drivers are here

Hong Kong-based manager says Baidu, Tencent and Alibaba are mature players and is backing other internet companies for high growth.

EFG’s Mok picks top sectors set to drive Chinese growth

Hong Kong-based manager explains his Chinese equity choices and why he prefers a concentrated investment approach.

China reforms: top managers react to ground-breaking Third Plenum

Drawing opinions from managers in Asia finds a cool reception to the Third Plenary session’s reforms as pluses and minuses even out

Chinese financials set for positive re-rating, says EFGAM’s Mok

VIDEO: The China equity specialist is over-weighting financials as he sees them as deeply undervalued.

EFG's Mok: how I'm playing China's reform agenda

New Capital China Equity fund manager Mansfield Mok reveals what sectors he's backing to benefit from the wealth effect.

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