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You are here: 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.
Total return for Louisa Lo
Manager career performance
Discrete calendar year performance : Louisa Lo

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Louisa Lo 7.1 6.4 -29.4 4.8 40.6 16.7 -10.7 19.8 40.2 2.8
Peer Group Composite 8.7 1.5 -27.9 2.8 24.9 15.8 -12.6 18.0 31.1 -2.0
Over / Under -1.6 4.9 -1.5 2.0 15.7 0.9 1.9 1.8 9.1 4.8
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
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Schroder ISF Greater China Lead manager FO Equity - 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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Group The funds topping their sectors throughout recession worries and optimism By Gary Jackson  23-Sep-2024
Sector FE fundinfo Alpha Manager of the Year Robin Parbook on 35 years of Asian equity investing By Schroders  17-Sep-2024
Sector Where to reinvest your tech profits By Matteo Anelli  23-Aug-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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