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

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Yu Zhang

Yu Zhang

Showing manager performance in Switzerland 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: A 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

Performance

Equity - Asia Pacific Including Japan
over : 31/10/2016 - 31/10/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.8% 2.2% 5.3%
2016 5.7% -2.2% 4.7% 5.4% -2.0%
2015 4.6% 5.3% 0.2% -8.7% 8.6%
2014 10.7% -2.9% 7.7% 4.9% 0.8%
2013 9.1% 11.9% -1.8% 0.8% -1.4%

Related News

Matthews Asia launches Asia ex Japan dividend fund

US investment firm announces new Asia ex Japan fund to take advantage of growing dividends.

Matthews Asia CIO: China's workforce is still shrinking

The end of the one-child policy won't lead to a labour boost, although economic integration can improve, says Robert Horrocks.

China equity outperformer: why I’ve ditched my anti-bank stance

Citywire + rated Yu Zhang makes move into state-owned financials 18 months after saying reforms would have no impact.

Citywire Geneva Fund Selector Forum 2015

Selectors and investment professionals are invited to join their peers and a line-up of leading fund managers at the annual half-day event.

China’s challenges: five top managers on the country’s growing pains

VIDEO: In the third part of Matt Goodburn’s report from California, leading investors discuss China’s looming credit crisis and surviving a structural slowdown.

Asia divi star Zhang: time to tackle China's income growth story

The Matthews Asia manager Yu Zhang is building a bridge to China, blazing a dividend trail in a market that remains in its income infancy.

Matthews Asia star Zhang: China is the biggest market risk this year

VIDEO: The Citywire A-rated dividend manager assesses the risk to the market posed by China's fiscal and monetary policy.

Five things investors need to know about China in 2014

Matthews Asia’s Robert Horrocks believes this year investors will begin to understand what really makes the Chinese market tick.

Chinese reforms won’t make me buy banks, says divi star

Citywire A-rated Yu Zhang welcomes efforts to tackle credit bubble and shadow banking but won’t be flooding into financials.

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.