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Subject:
China or East Asia fund with good 10-year track record?
Category: Business and Money Asked by: pcventures-ga List Price: $11.00 |
Posted:
27 Mar 2005 12:32 PST
Expires: 06 Apr 2005 04:05 PDT Question ID: 501095 |
I'm looking for a mutual fund with a Chinese or East Asian theme. Parameters: Over a ten-year period, at least an eight percent average return. Investment minimum $2500 or less for individual acct, $1000 or less for IRA Thank You |
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There is no answer at this time. |
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Subject:
Re: China or East Asia fund with good 10-year track record?
From: stormtiger-ga on 31 Mar 2005 15:44 PST |
Hello There! Matthews Asian: Growth & Income - MACSX and Matthews Pacific Tiger fund - MAPTX meet all of your covenants. They are members of the Matthews Asian Funds family of funds. Another one is Guinness Atkinson China & Hong Kong - ICHKX, member of GA funds. A simple to use resource to lookup funds is a mutual fund screener. Here are a couple of sites to check out if you would like to produce a list meeting your specific covenants: MorningStar http://screen.morningstar.com/FundSelector.html Kiplinger http://www.kiplinger.com/tools/fundfinder/ Thomson Financial http://www.thomsoninvest.net/cgi-bin/fund_screener/mf_screener?PAGE1= Best Regards, StormTiger |
Subject:
Re: China or East Asia fund with good 10-year track record?
From: paulft-ga on 03 Apr 2005 21:37 PDT |
SYm, Fund Name 10-Year NAV UPI IAF,CLOSED Aberdeen Australia Equity Fund,209.72%, 11.68, 0.55 MACSX,Matthews Asian Growth & Income, 215.92%, 15.97, 0.47 IIF,CLOSED MorgStan India, 276.02%, 30.00, 0.27 TDF,CLOSED Templeton Dragon Fund, 213.55%, 16.86, 0.23 CHN,CLOSED China, 229.65%, 30.35, 0.20 TACWX,Franklin ADV:Templeton China World, 198.35%, 20.31, 0.20 MAPTX,Matthews Pacific Tiger, 112.51%, 16.04, 0.07 ICHKX,Guinness China & Hong Kong, 106.37%, 18.47, 0.06 CNZLX,Commonw Australia/New Zealand, 99.76%, 15.92, 0.05 GCH,CLOSED Greater China, 99.86%, 15.80, 0.03 These funds are the only Asian funds with a 10-year record whose Ulcer Perfomance Index computed by Investors FastTrack is positive when compared to the average of all Asian funds. UPI against the objective average is a strong risk/adjusted return measurement. Hope this is of help to you. You might consider the 5-year record as well since the majority of Asian funds do not have 10-year records. |
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