Singapore markets closed

FSITC Global REITs Fund (TW000T0326B4.TW)

YHD - YHD Delayed price. Currency in TWD
Add to watchlist
5.630.00 (0.00%)
At close: 06:07PM EDT

FSITC Global REITs Fund

7F, No.6, Sec.3, Minquan E. Rd., Taipei, Taiwan (R

Management information
Ling Shu Feng,Lead manager since 28 June 2007
學歷： 輔仁大學企業管理系學士 經歷：新寶證券自營部助理研究員 寶泰投信研究部基金經理 漢翔投資股份有限公司研究部副理 大運綜合證券籌備處債券部襄理 保誠投信研究投資部經理 元大投信資金部協理 富鼎投信投資研究處債券組協理 建弘投信債券部協理 建弘全家福基金經理人、建弘台灣債券基金經理人 建弘全球平衡組合基金經理人 建弘全球不動產證券化基金經理人
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
http://us.i1.yimg.com/us.yimg.com/i/fi/3_0stylelargeeq3.gif
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryProperty - Indirect Global
Fund familyFirst Financial Holding Co Ltd
Net assets305.5M
YTD return1.17%
Yield2.61%
Morningstar rating★★
Inception date28 Jun 2007

Fund operations

Last dividend0.03
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseTW000T0326B4.TWCategory average
Annual report expense ratio (net)1.98%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load1.60%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A