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

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Jason Zhu

Jason Zhu

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

About Jason Zhu

Jason is the Head of China equities at Fullerton and he is responsible for leading Fullerton’s equities team in Shanghai. He brings 16 years of market experience to Fullerton. Prior to Fullerton, Jason had spent 10 years at Franklin Templeton Sealand Fund Management in Shanghai as Head of Equity Investment. Jason graduated from Fudan University with a Bachelor of Science in Applied Mathematics, as well as a Master of Economics in International Business Management. Jason is also a CFA charterholder.

Are you Jason Zhu?

Citywire Rating: AAA rated

2017

  • ARated AA in Apr 2017
  • MRated AA in May 2017
  • JRated A in Jun 2017
  • JRated AA in Jul 2017
  • ARated AA in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DRated AAA in Dec 2017

2018

  • JRated AAA in Jan 2018
  • FRated AAA in Feb 2018

Performance

Equity - China
over : 31/01/2015 - 31/01/2018
Rank 50/68 Equity - China
Manager Return
49 Luigi Antonaci 39.9%
50 Jason Zhu 39.5%
51 Winston Ke 38.6%
52 Ulf Ingemarson 38.5%
52 Hans Bergqvist 38.5%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 32.5% 5.6% 9.3% 9.3% 4.9%
2016 -14.7% -14.0% -0.4% 4.1% -4.4%
2015 14.5% 16.5% 9.7% -23.8% 17.5%
2014 2.8% 10.4% 49.4%
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.