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Aberdeen China Opportunities Inst (GOPIX) Fund Ranking and Research

Ranking, Research and Recommendation of Aberdeen China Opportunities Inst (GOPIX) Fund

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Graph of Aberdeen China Opportunities Inst Fund (GOPIX) ManagerFund Manager - Hugh Young

Fund Manager Information

Fund Manager Tenure: 10.4 years
Similar Funds: GOPAX  GOPCX  GOPRX  GOPSX 
Fund Family: Aberdeen
Fund Category: China Region
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)

 

Graph of Aberdeen China Opportunities Inst Fund (GOPIX) ProfileAberdeen China Opportunities Inst Fund (GOPIX) Profile

Fund Profile and Description

Aberdeen China Opportunities Inst Fund seeks long term capital appreciation. Aberdeen China Opportunities Inst Fund invests at least 80% of net assets in securities of companies located in China including Hong Kong. It may invest without limit in the equity securities of companies of any size, including small-cap and mid-cap companies. Equity securities include common stock, preferred stock, securities convertible into common stock or securities. Aberdeen China Opportunities Inst Fund may also invest in equity-link notes.

 

Aberdeen China Opportunities Inst (GOPIX) Fund Strength What we like about Aberdeen China Opportunities Inst (GOPIX) Fund

Data for Aberdeen China Opportunities Inst Fund (GOPIX) as of May 30, 2016

  • Aberdeen China Opportunities Inst Fund (GOPIX) management has been with Aberdeen China Opportunities Inst Fund for 10.4 years
  • Aberdeen China Opportunities Inst Fund (GOPIX) has good short-term performance (1-year return -20.00% vs -23.13% China Region category median performance)
  • Aberdeen China Opportunities Inst Fund (GOPIX) has an annual stock turnover rate of 10.48% vs China Region average of 78.62%. It is good that Aberdeen China Opportunities Inst management does not trade extensively for its return.
  • Aberdeen China Opportunities Inst Fund (GOPIX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.91, lower than category average of 18.95
  • Aberdeen China Opportunities Inst Fund (GOPIX) has a lower expense ratio than its China Region average: 1.62% vs 1.77%
  • Aberdeen China Opportunities Inst Fund (GOPIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Aberdeen China Opportunities Inst Fund (GOPIX) Weakness What we are cautious about Aberdeen China Opportunities Inst (GOPIX) Fund

Data for Aberdeen China Opportunities Inst Fund (GOPIX) as of May 30, 2016

  • Aberdeen China Opportunities Inst Fund (GOPIX) has a less-than-ideal mid-term performance (3-year return -5.19% vs 0.52% China Region category median performance)
  • Aberdeen China Opportunities Inst Fund (GOPIX) has a less-than-ideal Long-term performance (5-year return -3.34% vs -0.68% China Region category median performance)
  • Aberdeen China Opportunities Inst Fund (GOPIX) ratio of up-years vs down years can be improved
  • Aberdeen China Opportunities Inst Fund (GOPIX) has a Morningstar rating of 3 and below
  • Aberdeen China Opportunities Inst Fund (GOPIX) is less safe compared to its China Region peers
  • Aberdeen China Opportunities Inst Fund (GOPIX) does not have a good risk adjusted return as its 3-year Alpha of -5.25 is worse than category average of 1.35, and its 3-year Sharpe ratio is -0.29
See Aberdeen China Opportunities Inst Fund (GOPIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Aberdeen China Opportunities Inst Fund (GOPIX)Compare with other top China Region category mutual funds

Aadditional top China Region mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Aberdeen China Opportunities Inst-2.78-20.00-5.19-3.34
Invesco Greater China A (AACFX)2.04-13.203.21-0.93Compare
Matthews China Dividend Investor (MCDFX)-1.38-16.844.945.73Compare
Invesco Greater China Y (AMCYX)2.14-12.933.46-0.68Compare

See top fund managers for China Region Category Funds

 

Compare Aberdeen China Opportunities Inst Fund (GOPIX)Compare with China Region category ETFs

Some China Region ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim China Technology ETF (CQQQ)000
Guggenheim China Real Estate ETF (TAO)000
iShares MSCI Taiwan (EWT)000
Global X China Materials ETF (CHIM)000
Global X China Industrials ETF (CHII)000

 

Graph of Aberdeen China Opportunities Inst Fund (GOPIX) Net Asset TrackingAberdeen China Opportunities Inst (GOPIX) Fund Net Asset

Track net asset change of Aberdeen China Opportunities Inst fund (GOPIX)

DateNet Asset
05/2016$14.59M
03/2016$14.62M
02/2016$13.69M
More historic net asset information on Aberdeen China Opportunities Inst Fund (GOPIX)

  

Graph of Aberdeen China Opportunities Inst Fund (GOPIX) Portfolio TrackingAberdeen China Opportunities Inst (GOPIX) Fund Portfolio Allocation

Track portfolio allocation change of Aberdeen China Opportunities Inst fund (GOPIX)

DateCashStockBondOther
04/20164.94%95.06%0%0%
03/20162.94%97.06%0%0%
01/20162.92%97.08%0%0%
Click here to see more historic asset allocation information on Aberdeen China Opportunities Inst Fund (GOPIX)

 

graph of Aberdeen China Opportunities Inst Fund (GOPIX) Top 10 Position TrackingTop 10 Holdings in Aberdeen China Opportunities Inst (GOPIX) Fund

Discover what Aberdeen China Opportunities Inst Fund (GOPIX) manager is buying

Apr 29, 2016
AIA Group Ltd [6.28%]
Jardine Strategic Holdings Ltd [5.31%]
MTR Corp Ltd [5.04%]
HSBC Holdings PLC [4.46%]
Swire Pacific Ltd Class B [4.38%]
CHINA MOBILE HONG KO [3.99%]
Shangri-La Asia Ltd [3.03%]
Hang Lung Group Ltd [2.78%]
Kerry Logistics Network Ltd [2.67%]

Mar 30, 2016
AIA Group Ltd [6.03%]
Jardine Strategic Holdings Ltd [5.91%]
MTR Corp Ltd [4.97%]
Swire Pacific Ltd Class B [4.46%]
HSBC Holdings PLC [4.17%]
CHINA MOBILE HONG KO [3.96%]
Shangri-La Asia Ltd [2.88%]
Kerry Logistics Network Ltd [2.78%]
Hang Lung Group Ltd [2.65%]

Jan 30, 2016
Jardine Strategic Holdings Ltd [6.22%]
AIA Group Ltd [5.82%]
MTR Corp Ltd [4.89%]
HSBC Holdings PLC [4.63%]
Swire Pacific Ltd Class B [4.43%]
CHINA MOBILE HONG KO [4.09%]
Kerry Logistics Network Ltd [2.78%]
PETROCHINA CO LTD [2.7%]
Hang Lung Group Ltd [2.65%]
Click here for Stock Holding Change Map in Aberdeen China Opportunities Inst Fund (GOPIX)

  

Latest News on Aberdeen China Opportunities Inst (GOPIX) Fund

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Aberdeen China Opportunities Inst Fund (GOPIX) Related ResourcesSee more information on Aberdeen China Opportunities Inst (GOPIX) Fund

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