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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

Yu-Jen Shih

Yu-Jen Shih

About Yu-Jen Shih

Yu-Jen Shih is the lead manager of the Asia focus equity strategy. He also provides research coverage for the healthcare sector and Taiwan. Prior to joining Fullerton, Yu-Jen was with Henderson Global Investors, where he managed global equity portfolios for both institutional and retail clients for five years. Before that, he spent eight years at Baring Asset Management as a portfolio manager focused on European Equities and also led the Global Consumer Discretionary Sector team. Yu-Jen holds a Master of Science in Finance and a Master of Engineering (Hons) in Electrical & Electronics Engineering with Management from Imperial College, London. Yu-Jen is a CFA charterholder.

Invests in own strategies

Runs institutional money

Are you Yu-Jen Shih?

Citywire Rating: A rated

2015

  • JRated Plus in Jun 2015
  • JRated Plus in Jul 2015
  • ARated Plus in Aug 2015
  • SRated A 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 Plus in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ARated Plus in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated Plus 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
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated A in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Manager Return
58 Daniel Tubbs 31.8%
59 Kevin Ohn 31.7%
60 Yu-Jen Shih 31.7%
61 Sankaran Naren 31.6%
61 Atul Patel 31.6%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.9% 8.6% 8.0%
2016 0.1% -3.2% 0.8% 11.3% -7.9%
2015 -0.9% 7.8% 0.8% -15.6% 8.1%
2014 0.3% -3.6% 5.5% -1.2% -0.2%
2013 8.1% 3.8% -4.0% -0.1% 8.5%
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.