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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Jack Lee

Jack Lee

Showing manager performance in Hong Kong View performance globally

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

Performance

Equity - China
over : 31/07/2017 - 31/07/2018
Rank 10/43 Equity - China
Manager Return
8 Mike Shiao 11.8%
8 Andrew Mattock 11.8%
10 Jack Lee 10.5%
11 Elke Schöppl-Jost 10.0%
12 Vanessa Donegan 10.0%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 5.2% -5.8%
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%

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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 the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.