Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Pictet TR - Mandarin-I EUR

Ranked 18 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Lan Wang Simond

Lan Wang Simond was born in China in 1964. She studied foreign languages at the University of Beijing, business administration at HEC Lausanne in Switzerland and she holds the CFA charter. Lan Wang was a senior investment manager at BCV Gérifonds before moving to Pictet in 1997. She adopts a long/short strategy on her Mandarin fund, focusing on achieving long term capital growth in China. Cash and derivatives are employed in the portfolio, as is a top down overview.

Objective

The sub-fund follows a long/short equity investment strategy. The objective of the sub-fund is to achieve long-term capital growth in absolute terms with a strong focus on capital preservation. The compartment invests primarily in Greater China (China, Hong Kong, Taiwan) with a focus on China in particular.

Showing fund performance in Peru View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 18/169 Total Return
  • Rank 149/169 Standard Deviation
  • Rank 72/169 Max Drawdown
Fund Name Currency Risk
147 Lamartine Performance EUR

9.1

148 Ardevora Global Equity C EUR EUR

9.3

149 Pictet TR - Mandarin-I EUR EUR

9.5

150 Incline Global Long/Short Equity E EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

9.8

151 Pictet-Japanese Equity Opportunities-I EUR EUR

10.0

Fund Name Currency Loss
70 Neuberger Berman US Long Short Equity EUR I Acc EUR

-3.5%

71 Goldman Sachs EFI LS Risk Premia Pf C EURH 3xs Lvg

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

72 Pictet TR - Mandarin-I EUR EUR

-3.6%

73 Catella Nordic Long/Short Equity RC H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

74 H2O Lux Invest - Global L/S Opportunities P C EUR

-3.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.9% 7.5% -2.8%
2017 16.5% 6.3% 2.4% 3.9% 3.0%
2016 7.0% -4.3% 0.2% 5.9% 5.3%
2015 8.2% 13.3% 1.2% -11.2% 6.2%
2014 24.2% -5.4% 5.7% 14.4% 8.5%
2013 7.3% 2.7% -4.9% 6.4% 3.2%
2012 5.1% 2.4% -1.7% 0.6% 3.8%
2011 -0.6% -5.9% -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date04/03/2011
  • Share Class size27Mn
  • Base currencyUSD
  • ISIN LU0592589740

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.10%
  • Initial investment1.10%

Related News

A-shares access: top managers clash on China strategy

A-shares have rallied since the opening of the Shanghai-Hong Kong Connect, Citywire Global canvassed leading investors on its long-term health.

Long/short equity outperformer eyes China M&A boom

Second best performing manager on a one-year basis, Pictet’s Lan Wang Simond, believes consolidation will be key theme.

Pictet AM makes three senior Asia hires amid fund launch plans

Swiss fund house strengthens Asian operations and plans Chinese bond fund launch for new head of Greater China debt, Citywire Asia can reveal.

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