Louisa Lo

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Fund Performance

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Manager factsheet

Louisa Lo
Schroder Investmt Mgt(EUR)S.A.
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Manager profile

Louisa Lo is Deputy Head of Asia ex Japan Equities, Head of Greater China Equities at Schroders, which involves fund management for the Greater China and Emerging Asia strategies and is responsible for the overall aspects of the Greater China Equities business. She joined Schroders in 1997 and is based in Hong Kong. Louisa was a Specialist fund manager at Schroders from 1997 to 2007, which involved managing the Greater China mandates for the Schroder ISF Taiwanese Equity, Schroder ISF China Opportunities, Schroder ISF Greater China and Schroder ISF Emerging Asia funds. Prior to joining Schroders, Louisa spent three years working as a research analyst with two securities firms, focusing on Asian Electronics stocks. Investment career commenced in 1993. Qualifications: CFA Charterholder; MA in Applied Finance from Macquarie University; BA in Commerce from University of Melbourne.

FOLLOW ON FUNDSWIRE

Annualised total return over 22.3 years

+10.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Louisa Lo	5.3	-21.5	17.8	25.1	105.4
Peer Group Composite	7.1	-22.2	1.0	2.9	50.3
Over / Under	-1.8	0.7	16.8	22.2	55.1

Total return for Louisa Lo

Discrete calendar year performance : Louisa Lo

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Louisa Lo	5.3	-10.1	-17.1	4.4	43.3	11.7	-5.0	22.2	34.8	1.8
Peer Group Composite	7.1	-11.4	-18.0	0.8	28.7	10.4	-7.7	23.0	23.9	-2.2
Over / Under	-1.8	1.3	0.9	3.6	14.6	1.3	2.7	-0.8	10.9	4.0

Performance vs peer group composite: Louisa Lo

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

8 years

out of a possible 10

Overall markets

Underperformed peer group composite

2 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 6

Falling markets

Outperformed peer group composite

4 years

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Schroder ISF Greater China	Lead manager	IA China/Greater China	since Sep 01 2002 to present
Schroder ISF Emerging Asia	Lead manager	FO Equity - Emerging Markets	since Jan 09 2004 to present
Schroder ISF Taiwanese Equity	Co-managed	FO Equity - Asia Pacific Single Country	since Jan 18 2008 to present
Schroder ISF China Opportunities	Lead manager	FO Equity - China	since Jul 19 2013 to present
Schroder ISF All China Equity	Lead manager	FO Equity - China	since Jul 27 2018 to present

Funds managed previously

Fund	Periods

Schroder ISF China A	since Dec 06 2017 to Dec 31 2020
Schroder ISF Asian Opportunities	since Apr 01 2006 to Mar 31 2009
Schroder ISF Asian Equity Alpha	since May 21 2004 to Apr 30 2007
Schroder Pacific	since May 26 2008 to Mar 31 2009
Schroder ISF Indian Equity	since May 31 2008 to Mar 31 2009