PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

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

Login

Password Reminder
Not Registered? Click Here

Register

Register
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

Caroline Maurer
HSBC Investment Funds (Lux) SA
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Caroline Maurer joined Henderson Global Investors in January 2007 as a Research Analyst for the Asia Pacific ex Japan Equity team before becoming co-manager of Henderson’s China fund in January 2009. Prior to joining Henderson she was a Corporate Finance Manager in a UK chemical company. She has also worked in Chinese auto manufacturing and information technology sectors for a number of years before moving to the UK. Caroline obtained a Master of Business System Analysis & Design from City University, London and a Master of Business Administration from London Business School. She is a Chartered Financial Analyst (CFA) and a member of the CFA Institute.
Total return for Caroline Maurer
Manager career performance
Discrete calendar year performance : Caroline Maurer

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
Caroline Maurer 14.1 4.2 -29.2 -9.8 28.4 22.5 -15.9 24.1 27.2 -2.7
Peer Group Composite 6.8 -0.7 -26.1 4.4 21.0 17.1 -13.7 22.7 29.8 -6.5
Over / Under 7.3 4.9 -3.1 -14.2 7.4 5.4 -2.2 1.4 -2.6 3.8
Performance vs peer group composite: Caroline Maurer
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
HSBC GIF China A Shares Equity Lead manager FO Equity - China since Sep 16 2020 to present
HSBC GIF Chinese Equity Lead manager FO Equity - China since Sep 16 2020 to present
HSBC GIF Hong Kong Equity Lead manager FO Equity - Asia Pacific Single Country since Sep 16 2020 to present
Funds managed previously
Fund Periods
BNP Paribas China Equity since Jul 03 2015 to Jun 30 2020
Janus Henderson Horizon China Opportunities since Jan 01 2009 to Dec 31 2012
BNP Paribas China A-Shares since Sep 29 2017 to Jun 30 2020
Janus Henderson Horizon China Opportunities since Jan 01 2013 to Feb 08 2015
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Emerging markets open new doors for dividend investors By Omar Negyal  18-Nov-2024
Sector Brazil's sanitation sector offers substantial growth opportunities By Charles Jillings  13-Nov-2024
Sector Invesco Asia and abrdn’s Asia Dragon trusts to merge By Matteo Anelli  28-Oct-2024
Sector High-risk investment trusts worth adding to your portfolio By Jonathan Jones  17-Oct-2024
Sector The best investment trust managers you might not know yet By Emma Wallis  04-Oct-2024
Sector Two-fund portfolios: The core/satellite approach By Matteo Anelli  30-Sep-2024
Sector FE fundinfo Alpha Manager of the Year Robin Parbook on 35 years of Asian equity investing By Schroders  17-Sep-2024
Group The long-term laggard European funds that have bounced back By Patrick Sanders  03-Sep-2024
Group The best and worst performing funds and trusts in August By Jonathan Jones  02-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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

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

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc