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

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William Yuen

William Yuen

Showing manager performance in Switzerland View performance globally

About William Yuen

William Yuen graduated from the University of Sydney, Australia with a Bachelor of Economics and later graduated with a Master of Commerce. He started his career in 1999 as a research analyst at Merrill Lynch Invesment Managers. In 2004 he joined Invesco Asset Management where he is currently a fund manager in the Asian equities team. William has been managing funds for over 11 years.

Invests in own strategies

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Citywire Rating: + rated

2010

  • ORated AA in Oct 2010
  • NRated AA in Nov 2010
  • DRated A in Dec 2010

2011

  • JRated A in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014
  • NRated Plus in Nov 2014
  • DRated A in Dec 2014

2015

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

2016

  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ORated Plus in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JRated Plus in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Rank 8/45 Equity - China
Manager Return
6 Bin Shi 43.9%
7 Yannan Chenye 43.7%
8 William Yuen 42.3%
9 Jian Shi Cortesi 40.6%
10 Howard Wang 40.4%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 12.3% 4.0% 18.3%
2016 -0.9% -8.9% 2.0% 10.1% -3.2%
2015 6.7% -17.7% 9.7%

Related News

ASEAN equity outperformer steps down from $250m fund

Citywire + rated manager ends eight-year stint on regional-focused strategy to concentrate on other portfolios.

Asian equity veteran exits Invesco

Asset manager announces changes in portfolio management across a number of funds as regional specialist departs.

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.