Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration 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

Charlie Awdry

Charlie Awdry

Showing manager performance in Switzerland View performance globally

About Charlie Awdry

Charlie Awdry attended the University of Bristol where he gained a Bachelor's degree in geography. He started his career with Gartmore in 2001, now part of Henderson, where he is currently a portfolio manager, and runs the China Opportunities Fund using an investment philosophy centred on identifying stocks which offer positive unexpected earnings growth. Charlie is a CFA Charterholder.

Are you Charlie Awdry?

Citywire Rating: A rated

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
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated 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 Plus in Jun 2015
  • JRated A in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated AA in Nov 2015
  • DRated AAA in Dec 2015

2016

  • JRated AAA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated AA in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FRated Plus in Feb 2017
  • MNot rated in Mar 2017
  • ARated Plus in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated AA in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated AA in May 2018
  • JRated AA in Jun 2018
  • JRated AA in Jul 2018
  • ARated AA in Aug 2018
  • SRated A in Sep 2018

Performance

Equity - China
over : 31/08/2015 - 31/08/2018
Rank 7/36 Equity - China
Manager Return
5 Mike Shiao 52.7%
6 Andrew Mattock 51.6%
7 Charlie Awdry 51.3%
8 Louisa Lo 47.3%
9 Yannan Chenye 46.6%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% -1.2%
2017 45.7% 9.8% 6.9% 11.2% 11.7%
2016 1.9% -11.2% 2.0% 16.7% -3.6%
2015 0.0% -14.2% 14.4%

Related News

Citywire Switzerland 2018: the key event for Swiss fund buyers

Gstaad will once again play host to our annual Swiss conference for investors.

Double hire for Henderson's Asian equities team

Investment firm announces pair of appointments to aid managers overseeing Chinese and broad Asian strategies.

Chinese government at a crossroads, says Henderson star

Citywire A-rated Charlie Awdry believes current action has done more harm than good and the reforms agenda is now under threat.

Greater China equity chief exits BNP Paribas IP

Hong Kong-based fund manager ends three-year stint in senior post with former Henderson manager assuming the role.

Matthews Asia hires former Henderson manager for China fund

Asia Pacific equity specialist joins US-based asset management firm after 16 years with rival group, Citywire Asia can reveal.

Bankers' Crooke wary of Europe rally as QE kicks off

Bankers manager is angling investment trust towards overseas stocks but cautions over Europe's strong rally so far this year.

China equity specialist to leave Henderson

Citywire AA-rated manager steps down as London-based investor takes charge of Luxembourg-domiciled regional fund.

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.