Funds Details
Disclaimer
All information given is based on or derived from sources believed to be reliable and is provided solely for information purposes. No representation or warranty is made that it is accurate or complete. Such information shall not constitute or be deemed as an offer or a solicitation of an offer to buy or sell the funds mentioned herein, and no offers or sales of these funds will be made in jurisdictions where such offers or sales are not authorized, qualified or exempt from regulation. All these funds have been authorized for sale in Hong Kong by the SFC but this does not imply any form of investment recommendation.

The price of funds as well as any income from them may go down as well as up. Past performance is no guarantee of future performance. Potential investors should refer to the offering documents for further fund details and the risks involved.
Value Partners Hi-Div Stks A2 RMB H Mdis (Cash)
Fund Performance
Data Updated On --
NAV Trend
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
[{"year":["2013", "2014", "2015", "2016", "2017", "2018", "2019", "2020"],"data":[1.5,1.75,1.69,5.61,15.85,13.8,10,9]}]
Calendar Returns
Year
Return(%)
Top 10 Holdings
Data Updated On 2025.03.31
[{"name":"Taiwan Semiconductor Manufacturing Co Ltd","y":7.82},{"name":"Samsung Electronics Co Ltd Participating Preferred","y":6.14},{"name":"China Construction Bank Corp Class H","y":5.99},{"name":"China Telecom Corp Ltd Class H","y":4.67},{"name":"China State Construction International Holdings Ltd","y":3.89},{"name":"China Everbright Environment Group Ltd","y":2.92},{"name":"HKT Trust and HKT Ltd","y":2.74},{"name":"Far East Horizon Ltd","y":2.34},{"name":"AIA Group Ltd","y":2.31},{"name":"China Resources Land Ltd","y":2.09}]
Item
Percentages
1. Taiwan Semiconductor Manufacturing Co Ltd
7.82
2. Samsung Electronics Co Ltd Participating Preferred
6.14
3. China Construction Bank Corp Class H
5.99
4. China Telecom Corp Ltd Class H
4.67
5. China State Construction International Holdings Ltd
3.89
6. China Everbright Environment Group Ltd
2.92
7. HKT Trust and HKT Ltd
2.74
8. Far East Horizon Ltd
2.34
9. AIA Group Ltd
2.31
10. China Resources Land Ltd
2.09
Fund Information
Data Updated On 2025.07.04
Investment Objective
The Fund aims to provide capital appreciation to unitholders by investing primarily in a portfolio of relatively higher yielding debt and equity securities in Asian region.
Key Facts
ISIN
HK0000288800
Asset Class
Equity Fund
Fund Category
Other Equity
Geography
Asia Pacific ex Japan ex Australia
Risk Rating
High
Morningstar Rating
--
Currency
CNH
Fund Size
USD 1,421,120,819.00
Price
8.98
Nav Date
2025.07.02
Change(%)
1.13
Net Asset Value
8.98
Fluctuation(%)
--
Sharpe Ratio 1 Year(%)
0.69
Dividend Option
Cash / Reinvest
Dividend Yield(%)
--
Ex-Dividend Date
2025.06.30
Other Detail
Dealing Frequency/Dealing cutoff Time
Daily/14:30
Fund House
Value Partners Limited
Establish Date
2014.09.10
Fund Manager
Norman Man Kei Ho
Fund Manager (Start Date)
2002.09.02
Fund Manager Intro
Mr. Norman Ho, a Senior Investment Director of Value Partners Hong Kong Limited , serves as Portfolio Manager. At VPHK, he is a key leader in the firm's investment process with a high degree of responsibility for portfolio management. Mr. Ho joined VPHK in November 1995. He was promoted to the roles of Investment Director and Senior Investment Director in 2010 and January 2014, respectively. Prior to joining VPHK, he was an executive at Dao Heng Securities Limited. Mr. Ho started his career at Ernst & Young. Mr. Ho graduated with a Bachelor's degree in Social Sciences (majoring in Management Studies) from the University of Hong Kong. He is a CFA charter holder.
Cost
Max Handling Fee(%)
5.00
Fund Switching Fee(%)
--
*Not applicable to funds*
Management Fee(%)
2.00
Performance Fee(%)
15.00
Min Redemption Fee(%)
--
Dividend History
Ex-Dividend Date
Dividend per Share
Annualized Yield (%)
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