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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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William Tong

William Tong

Showing manager performance globally. You can view performance in individual jurisdictions.

About William Tong

William Tong is a managing director and country specialist for Taiwan equities with the Emerging Markets and Asia Pacific Equities team at JP Morgan Asset Management. Based in Taiwan, he joined the firm in 2008 after eleven years with Goldman Sachs where he was head of Taiwan equities. William graduated from the National University of Singapore with a BA in Business Administration.

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Citywire Rating: + rated


  • ORated A in Oct 2017
  • NRated A in Nov 2017
  • DRated A in Dec 2017


  • JRated A in Jan 2018
  • FRated A in Feb 2018
  • MRated A in Mar 2018
  • ARated Plus in Apr 2018
  • MRated Plus in May 2018
  • JRated Plus in Jun 2018
  • JRated Plus in Jul 2018
  • ARated Plus in Aug 2018
  • SRated Plus in Sep 2018


over : 31/08/2017 - 31/08/2018
Manager Return
64 Bonnie Chang 0.3%
65 Veronica Yu 0.1%
66 William Tong -0.4%
67 Connie Shen -0.5%
67 Barry Wang -0.5%
67 James W. Oberweis Jr. -0.5%
67 James Chong -0.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.3% -3.7%
2017 53.7% 13.2% 11.4% 9.9% 10.9%
2016 -0.6% -4.1% -0.5% 14.5% -9.0%
2015 -6.8% 4.5% 5.9% -20.0% 5.3%
2014 5.5%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.