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You are here: Manager factsheet

William Yuen
Invesco Management S.A.
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Manager profile
William Yuen has 23 years of investment experience. He joined Invesco in 2004 as Fund Manager and is currently Investment Director. William currently manages the PRC equity portfolio, Asia Asset Allocation portfolio and selected institutional and pension mandates, focusing on Asia ex Japan/HK & China markets.Also, William has been the portfolio manager for the Asia Consumer Demand strategy since inception in March 2008. Prior to joining Invesco, William spent five years at Merrill Lynch Investment Managers, covering Asia ex Japan markets from 1999 to 2004. He started his career as a research analyst at RCP & Partners, a consulting firm.William has a Master of Commerce degree and a Bachelor of Economics degree from the University of Sydney, Australia, and is also a CFA charter holder.
Total return for William Yuen
Manager career performance
Discrete calendar year performance : William Yuen

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
William Yuen 13.1 4.1 -29.0 -12.4 24.4 12.2 -14.8 24.7 28.7 -2.4
Peer Group Composite 11.6 0.1 -14.5 9.3 16.5 16.0 -7.3 15.8 25.4 0.0
Over / Under 1.5 4.0 -14.5 -21.7 7.9 -3.8 -7.5 8.9 3.3 -2.4
Performance vs peer group composite: William Yuen
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
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Asia Consumer Demand Co-managed FO Equity - Other Specialist since Mar 25 2008 to present
Invesco Asia Asset Allocation Co-managed FO Mixed Asset - Flexible since Aug 14 2020 to present
Funds managed previously
Fund Periods
Invesco ASEAN Equity since Aug 01 2006 to Aug 30 2014
Invesco China New Perspective Equity since Sep 10 2018 to Jul 30 2023
Invesco PRC Equity since Mar 31 2015 to fund close
Invesco Korean Equity since May 01 2006 to Feb 29 2008
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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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