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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

Yu Zhang

Yu Zhang

Showing manager performance in Hong Kong View performance globally

About Yu Zhang

Yu Zhang works at Matthews International Capital Management where he runs equity strategies with a dividend/dividend growth investment style. Prior to joining Matthews in 2007, he worked at Apertha Asset Management from 2005 to 2007 and at Mitsui & Co from 1999 to 2000. Yu holds a BA in English Language from Beijing Foreign Studies University, an MBA from Suffolk University and an MS in finance from Boston College. He is also a CFA charter holder. Born in Ningbo in China and currently based in San Francisco, his interests outside of work include golf.

Invests in own strategies

Runs institutional money

Are you Yu Zhang?

Citywire Rating: + rated

2014

  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014
  • NRated A in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FRated Plus in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JRated A in Jun 2015
  • JRated Plus in Jul 2015
  • ARated A in Aug 2015
  • SRated Plus in Sep 2015
  • ORated A in Oct 2015
  • NRated A in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated AA in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated AA 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 A in Jan 2017
  • FRated A in Feb 2017
  • MRated Plus in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ORated Plus in Oct 2017
  • NRated A in Nov 2017
  • DRated A in Dec 2017

2018

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

Performance

over : 30/11/2017 - 30/11/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% -2.2% 0.4%
2017 33.5% 10.5% 6.8% 4.3% 8.5%
2016 4.1% 2.2% 2.9% 5.9% -6.5%
2015 3.9% 7.7% 4.2% -12.6% 6.0%
2014 -1.0% -2.2% 7.3% -2.6% -3.0%

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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.