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You are here: Manager factsheet

Polly Kwan

Fidelity International (FIL In
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Manager profile
Polly Kwan joined Fidelity as a research analyst in the Tokyo office in 2000 and was based in Japan. In Tokyo, she covered the Japanese auto, rubber, tyre and auto parts sectors. She relocated back to Hong Kong in 2004 to focus on a regional property role and was later promoted to Portfolio Manager in 2007.Prior to joining, Fidelity, Polly worked as an engineer for Mitsubishi Motors Research & Development of America Corporation for two years following internships as an operations assistant at 3A Thread Mill Ltd and an undergraduate research assistant at the University of Michigan in 1995.Polly holds a BSc in Science and Engineering and an MBA from the University of Michigan.
Total return for Polly Kwan
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
Quartile 1
Quartile 2
Quartile 3
Quartile 4
Discrete calendar year performance : Polly Kwan

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
Polly Kwan 8.6 -10.1 -8.5 22.5 -4.2 -1.2 13.1 37.0 -7.3 17.8
Peer Group Composite 6.6 -5.3 -5.5 31.8 -1.7 -3.7 11.0 39.6 -10.8 16.0
Over / Under 2.0 -4.8 -3.0 -9.3 -2.5 2.5 2.1 -2.6 3.5 1.8
Performance vs peer group composite: Polly Kwan
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
5 years
out of a possible 10
Overall markets
Underperformed peer group composite
5 years
out of a possible 10
Rising markets
Outperformed peer group composite
3 years
out of a possible 5
Falling markets
Outperformed peer group composite
2 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity South East Asia Lead manager UT Asia Pacific Excluding Japan since Jun 02 2014 to present
Funds managed previously
Fund Periods
Fidelity Asia Pacific Dividend since Oct 01 2009 to Oct 31 2020
Fidelity Asia Pacific Property since Feb 06 2007 to Jan 05 2014
Fidelity Asian Dividend since Aug 19 2013 to Sep 30 2016
Fidelity Institutional Pacific Ex Japan since Apr 15 2019 to fund close
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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