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Thomas Kwan

Thomas Kwan

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About Thomas Kwan

Thomas Kwan leads the investment management and research platform at Harvest Global Investments, including fixed income, greater China equity, Asian equity, ETFs and asset allocation. Kwan has over 17 years’ investment management experience and prior to HGI, Kwan worked at Baring Asset Management in Hong Kong as Head of Asian debt, Credit Suisse Asset Management in Singapore and Beijing as director of Asian fixed income and currency, Prudential Asset Management in Singapore as investment director and First State Investments in Hong Kong as portfolio manager. Kwan has an M.A. in economics and a B.Comm in finance from the University of Toronto and is a CFA charterholder.

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Citywire Rating: + rated

2014

  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ORated A in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AAA in May 2015
  • JRated AAA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AAA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated A in Jul 2016
  • ARated A in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

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

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated A in May 2018
  • JRated AA in Jun 2018
  • JRated A in Jul 2018
  • ARated A in Aug 2018
  • SRated Plus in Sep 2018
  • ORated Plus in Oct 2018
  • NRated Plus in Nov 2018
  • DRated Plus in Dec 2018

Performance

over : 30/11/2017 - 30/11/2018
Manager Return
41 Yi-Jun Cai 0.5%
42 Helen Lam 0.2%
43 Thomas Kwan 0.2%
44 Jason Pang 0.2%
45 Shao-Yu Tu 0.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% -0.4% 0.7%
2017 5.3% 2.5% 0.8% 1.4% 0.5%
2016 6.2% 4.3% 1.2% 2.1% -1.4%
2015 7.3% 3.0% 2.7% -1.2% 2.7%
2014 7.4% 1.3% 3.2% 1.6% 1.1%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in CNY)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.