This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here



It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Ezra Sun

FE fundinfo Alpha Manager
Veritas Asset Mgmt LLP, Omnis Investments Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Fund Manager of the Veritas Asian strategies. Joined the company in 2004. Director of Investment Management and Investment Leader Asia Newton Investment Management 1995 to 2004. In charge of Newton’s Asia Pacific fund range including Newton Oriental Fund and Mellon Asia Equity Fund. Education: BA, (Nankai University, China), MA, (Nankai University, China), Research Student Cambridge University.
Total return for Ezra Sun
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 : Ezra Sun

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
Ezra Sun 5.3 -11.4 3.9 25.3 10.8 -1.5 13.6 16.9 6.9 18.2
Peer Group Composite 7.3 -6.9 -12.9 24.3 3.9 1.9 6.9 19.6 3.2 11.1
Over / Under -2.0 -4.5 16.8 1.0 6.9 -3.4 6.7 -2.7 3.7 7.1
Performance vs peer group composite: Ezra Sun
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
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
5 years
out of a possible 8
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Veritas Asian Lead manager FO Equity - Asia Pacific ex Japan since Oct 18 2004 to present
Veritas China Co-managed FO Equity - Greater China since Oct 02 2009 to present
Omnis Asia Pacific ex-Japan Equity Lead manager UT Asia Pacific Excluding Japan since Sep 29 2018 to present
Funds managed previously
Fund Periods
Real Return Asian since Oct 01 2004 to fund close
BNY Mellon Asian Opportunities since Jun 01 1999 to Aug 08 2004
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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close