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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

Kevin Chen

Kevin Chen

Showing manager performance in Hong Kong View performance globally

Citywire Rating: A rated

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MRated Plus in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated A 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 A in Jan 2018
  • FRated A in Feb 2018

Performance

Equity - Hong Kong
over : 31/01/2017 - 31/01/2018
Rank 2/12 Equity - Hong Kong
Manager Return
1 Kai Kong Chay 61.1%
2 Kevin Chen 53.9%
3 Toby Hudson 51.1%
4 Howard Wang 48.9%
5 Emerson Yip 48.6%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 48.3% 13.5% 9.8% 11.7% 6.6%
2016 0.3% -4.6% -0.3% 13.8% -7.3%
2015 -6.2% 6.0% 8.0% -20.5% 3.1%
2014 5.3% -6.6% 5.4% 0.1% 6.9%
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.