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You are here: Manager factsheet

Ian Lee
Allianz Global Investors GmbH
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Manager profile
Ian is the lead portfolio manager of the High Dividend Asia Yield strategy, and he also contributes to the Hong Kong Balanced and MPF funds. His investment experience began in 1996 with Bank of Scotland Financial Service Div. Edinburgh. Then at BARRA International, Ian became a Risk Consultant on the Equity Portfolio Management system and transferred to Hong Kong in 1997. Ian joined Dresdner RCM in April 2000. He attained a B.A. (Hons.) Economics from Heriot-Watt University in Edinburgh, Scotland. Ian is a CFA charterholder.
Total return for Ian Lee
Manager career performance
Discrete calendar year performance : Ian Lee

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
Ian Lee 9.1 11.0 -8.3 -4.8 19.2 6.7 2.2 0.7 15.0 31.9
Peer Group Composite 10.6 7.8 -6.1 -5.8 16.3 3.3 2.5 0.8 18.0 26.2
Over / Under -1.5 3.2 -2.2 1.0 2.9 3.4 -0.3 -0.1 -3.0 5.7
Performance vs peer group composite: Ian Lee
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Allianz Oriental Income Co-managed (deputy) FO Equity - Asia Pacific inc Japan since Mar 01 2014 to present
Allianz High Dividend Asia Pacific Equity Lead manager FO Equity - Asia Pacific ex Japan since Jan 07 2016 to present
Allianz Asian Multi Income Plus Co-managed FO Mixed Asset - Flexible since Jan 01 2025 to present
Funds managed previously
Fund Periods
Allianz Asian Multi Income Plus since Nov 01 2015 to Dec 31 2024
Allianz High Dividend Asia Pacific since Dec 01 2008 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The best and worst funds in July By Matteo Anelli  01-Aug-2025
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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