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

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Jack Lee

Jack Lee

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

Citywire Rating: AAA rated

2016

  • NRated AA in Nov 2016
  • DRated A in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated AA in Feb 2017
  • MRated AA in Mar 2017
  • ARated AAA in Apr 2017
  • MRated AAA in May 2017
  • JRated AAA in Jun 2017
  • JRated AA in Jul 2017
  • ARated AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AAA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AAA in Mar 2018
  • ARated AAA in Apr 2018
  • MRated AAA in May 2018
  • JRated AAA in Jun 2018
  • JRated AAA in Jul 2018
  • ARated AAA in Aug 2018
  • SRated AAA in Sep 2018
  • ORated AAA in Oct 2018

Performance

Equity - China
over : 30/09/2017 - 30/09/2018
Rank 61/94 Equity - China
Manager Return
59 Helen Zhu -5.4%
60 Stuart Rae -5.5%
61 Jack Lee -5.6%
62 William Yuen -6.1%
63 Xu Dong -6.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 5.2% -5.8% -12.1%
2017 41.9% 9.4% 11.9% 7.0% 8.3%
2016 -9.7% -13.1% 3.1% 6.1% -4.9%
2015 29.4% 25.9% 12.1% -27.1% 25.8%
2014 30.2% -11.5% 5.5% 11.9% 24.6%
2013 -2.6%

Related News

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The new fund invests primarily in China’s A-share market

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.