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The top 10 female fund managers registered in Switzerland

Citywire takes a closer look at the top performing female fund managers with funds registered for sale in Switzerland.

One year on from the inaugural Alpha Female report, which investigated women’s role in fund management, Switzerland continues to rank among the lowest-scoring countries.

The report found that only 8% of managers running funds domiciled in Switzerland are female, compared to more than double that in France and Italy, where women make up 18% and 19% respectively.

Even so, Switzerland scores above Germany, where only 5% of managers running German-domiciled funds are women.

The report found that 92% of assets under management in Switzerland are run exclusively by a man or a male-only team – a staggering contrast to Spain’s 64%.

This is the first year that Switzerland has been included in the registered for sale analysis, which looks at the top female fund managers out of 15,316 managers ranked for their three-year risk-adjusted returns.

Here’s a closer look at the top ten female fund managers with funds registered for sale in Switzerland.

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Elina Fung, HSBC Global Asset Management

Total manager AUM USD millions April 2017: 1331.86

Global rating position: 55

Fund managed: HSBC GIF Asia Ex Japan Equity Smaller Cos AD USD

Elina Fung, who oversees $1.3 billion in Asia Pacific equity funds at HSBC GAM, is the best-performing female fund manager running more than $1 billion in the entire Citywire fund manager database.

The HSBC GIF Asia ex Japan Equity Smaller Companies fund is currently ranked first in its 39-strong peer group in absolute terms to the end of June 2017.

The Citywire AAA-rated manager has a performance of 40.7% over three years to the end of June, compared to the average manager in the sector's total return of 20.82%.

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Laura Trost , CBR Investment

Total manager AUM USD millions April 2017: 40.26

Global rating position: 57

Funds managed:

Laura Trost oversees both of the Lichtenstein-domiciled funds and has consistently outperformed the Asian emerging market equities space.

Over three years to the end of June 2017, the Citywire AAA rated manager has returned 59.4%, compared to the average manager in the sector, who returned 32.55%.

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Emily Dong , BlackRock

Total manager AUM USD millions April 2017: 2172.29

Global rating position: 71

Fund managed: BGF Asian Growth Leaders A2RF USD

Emily Dong is a portfolio manager for the Asian growth leaders fund and is responsible for managing regional unconstrained strategies at BlackRock, having joined the firm in 2012.

The Citywire AAA-rated manager runs the $1076.6 million fund alongside Citywire AA-rated Andrew Swan.

Over the three years to the end of June, Dong returned 44.9%, outperforming in the Asia-Pacific ex.Japan equities sector. The average manager in the sector returned 21.76% over the same period.

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Caroline Gauthier , Amundi

Total manager AUM USD millions April 2017: 1309.84

Global rating position: 94

Fund managed: Amundi Fds Equity Euroland Small Cap - AE (C)

Caroline Gauthier is co-head of European small and mid-cap equities and a portfolio manager at Amundi.

She joined the group in 2000 and has been outperforming on the €232.6 million small cap equity Euro fund that she runs alongside Patrice Piade and Emmanuel Robinet.

Over the three years to the end of June, Gauthier returned 21.3%, compared to the average manager’s total return of 28.7% in the Eurozone small and mid companies sector.

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Victoria Harling , Investec Asset Management

Total manager AUM USD millions April 2017: 1297.59

Global rating position: 98

Fund managed:

Outperforming in emerging markets global corporates, Victoria Harling is a female fund manager leading the way in her sector.

Harling manages the $1209.9 EM corporate debt fund, alongside Peter Eerdmans.

Over the three years to the end of June, the Citywire AAA-rated manager has returned 16.8%, compared to the average manager’s total return of 4.60% in the sector.

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Kristel Kivinurm , Avaron Asset Management

Total manager AUM USD millions April 2017: 81.84

Global rating position: 137

Fund managed: Avaron Emerging Europe Fund A

Ahead of her sector peers in the European EM equity space, Kristel Kivinurm has been at Avaron AM since 2007 and currently holds the position of managing partner and investment manager.

Kivinurm has managed the €70.5 million fund alongside Valdur Jaht and Peter Priisalm since its launch in 2007.

The Citywire AAA-rated manager has returned 3.2% over the three years to the end of June 2017, compared to the average manager’s total return of -7.64% in the European emerging market equities sector.

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Aisa Ogoshi , JP Morgan Asset Management

Total manager AUM USD millions April 2017: 964.02

Global rating position: 158

Fund managed: JPM Pacific Equity A Dis USD

Aisa Ogoshi works at JP Morgan as a regional specialist for Asia Pacific inc.Japan, and is a member of the Japan team for emerging markets and the Asia-Pacific equities team based in Hong Kong.

She joined the firm’s equity derivatives group in Japan in 1998 and transferred to portfolio analysis, becoming portfolio manager in 2001.

The $428.9 million fund Ogoshi runs was first launched in 1988. She has been on the management team since June 2012 and runs the fund alongside Mark Davids and Robert Lloyd.

The Citywire AAA-rated manager leads the Asia-Pacific inc.Japan sector with a return of 39.4%, compared to the average manager’s total return of 22.34% in the sector.

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Eleanor Taylor Jolidon, Union Bancaire Privée

Total manager AUM USD millions April 2017: 1660.64

Global rating position: 173

Funds managed:

Citywire AAA-rated Eleanor Taylor Jolidon is the lead manager on all Swiss equity portfolios and deputy on global equity at UBP.

Taylor Jolidon has run the CHF579.3 million Swiss equity fund since 2008, alongside deputy portfolio manager Martin Moeller.

Over the three years to the end of June, Taylor Jolidon has returned 35.0% in Swiss equities, compared to the average manager's total return of 20.32% in the sector.

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Severine Cauchie, Lombard Odier Investment Managers

Total manager AUM USD millions April 2017: 238.36

Global rating position: 176

Fund managed: LO IS (CH) - Swiss Real Estate Securities I D

Severine Cauchie is the frontrunner in the European property equity space, with her consistent outperformance on the Lombard Odier fund.

Cauchie has managed the CHF 186.6 million fund since 2011.

Over the three years to the end of June 2017, the Citywire AA-rated manager has returned 32.9%, beating the sector average of 22.08%.

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Jing Ning , Fidelity International

Total manager AUM USD millions April 2017: 3936.44

Global rating position: 201

Fund managed: Fidelity Funds - China Focus A-USD

Jing Ning has been at Fidelity since 2013, before which she worked at BlackRock, where she managed the BGF China Fund.

With over 11 years’ experience, Ning has achieved a strong performance in the Chinese equity space with the $2.58 billion fund.

Over the three years to the end of June, the Citywire AAA-rated manager returned 54.3%, compared to the sector average of 31.01%.

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Related Fund Managers

Victoria Harling
Victoria Harling
12/30 in Bonds - Emerging Markets Global Corporates (Performance over 1 year) Average Total Return: 3.50%
Eleanor Taylor Jolidon
Eleanor Taylor Jolidon
4/60 in Equity - Switzerland (Performance over 3 years) Average Total Return: 43.59%
Caroline Gauthier
Caroline Gauthier
12/17 in Equity - EuroZone Small & Medium Companies (Performance over 3 years) Average Total Return: 33.32%
Kristel Kivinurm
Kristel Kivinurm
6/25 in Equity - Emerging Markets Europe (Performance over 3 years) Average Total Return: 11.84%
Aisa Ogoshi
Aisa Ogoshi
1/26 in Equity - Asia Pacific Including Japan (Performance over 3 years) Average Total Return: 39.99%
Severine Cauchie
Severine Cauchie
4/28 in Property - European Equity (Performance over 3 years) Average Total Return: 32.40%
Laura Trost
Laura Trost
2/16 in Equity - Emerging Markets Asia (Performance over 3 years) Average Total Return: 44.32%
Jing Ning
Jing Ning
4/30 in Equity - China (Performance over 3 years) Average Total Return: 48.45%
Elina Fung
Elina Fung
1/15 in Equity - Asia Pacific Small & Medium Companies (Performance over 3 years) Average Total Return: 40.72%
Emily Dong
Emily Dong
4/110 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 47.62%
Events
  • Citywire DACH 2016

    Citywire DACH 2016

  • Citywire Switzerland 2016

    Citywire Switzerland 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Zurich Alt Ucits 2016

    Citywire Zurich Alt Ucits 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Montreux 2016

    Citywire Montreux 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Zurich 2016

    Citywire Zurich 2016

  • Citywire Switzerland 2015, Gstaad

    Citywire Switzerland 2015, Gstaad

  • Zurich Forum 2015

    Zurich Forum 2015

  • Zurich Forum 2015

    Zurich Forum 2015

  • Geneva Roundtable 2015

    Geneva Roundtable 2015

  • Geneva Forum 2015

    Geneva Forum 2015

  • Geneva Forum 2015

    Geneva Forum 2015

  • Citywire Gstaad 2014

    Citywire Gstaad 2014