Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Helen Zhu

Helen Zhu

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

About Helen Zhu

Helen Zhu is head of China Equities for the Fundamental Equity division of BlackRock's Alpha Strategies Group. Before joining BlackRock in 2014, Zhu spent eight years at Goldman Sachs in Hong Kong, most recently as Chief China Strategist within the Global Investment Research division. Prior to this role, she was the Business Unit leader for the Telecom/Internet and Media sector research team. Zhu joined Goldman Sachs from ABN AMRO, where she spent five years and was sector head of the Asian telecom research team. Zhu was educated at the Massachusetts Institute of Technology where she studied Electrical Engineering and Computer Science.

Are you Helen Zhu?

Citywire Rating: + rated


  • JRated AAA in Jul 2017
  • ARated AAA in Aug 2017
  • SRated AAA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017


  • JRated A in Jan 2018
  • FRated Plus in Feb 2018


Equity - China
over : 31/01/2017 - 31/01/2018
Rank 63/91 Equity - China
Manager Return
61 Jack Lee 45.0%
62 Quanqiang Xian 44.7%
63 Helen Zhu 44.1%
64 Wu Li 44.0%
64 Hao Li 44.0%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 36.8% 11.3% 6.8% 9.0% 5.6%
2016 5.2% -3.6% 0.6% 15.1% -5.9%
2015 -2.6% 6.2% 10.3% -22.9% 7.8%
2014 4.4% 10.7%

Related News

Exclusive: BlackRock hands AA-rated China chief new flex fund

Asset manager further expands Chinese market coverage with new strategy.

China needs to deal with debt to grow, says BlackRock's Swan

Asset management giant's head of Asian equities believes growing service sector will help China's GDP levels.

BlackRock’s China equity chief calls for post-rally realism

Strong performance of H-shares shows strength of the market but valuations are arguably excessive, says Helen Zhu.

China’s risk premium will reduce in 2015, say BlackRock star duo

Asset manager's head of Asian equities and head of China equities believe country faces challenges in the year ahead but reform-led agenda is a huge positive.

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.