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

Zoe Kan
BNY Mellon Fund Managers Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Zoe Kan Portfolio manager, Equity Income team. Zoe is a portfolio manager on the equity income team. She is part of the leadership team for the Newton Asian Income and Emerging Income strategies. Zoe joined Newton in 2000 and holds a degree in German and economics. She is a CFA charterholder.
Total return for Zoe Kan
Manager career performance
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Zoe Kan

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
Zoe Kan 11.9 5.2 -3.3 16.8 -10.1 14.0 -2.3 5.4 31.3 -
Peer Group Composite 16.1 4.9 -18.3 12.9 7.9 13.3 -9.6 15.3 34.8 -
Over / Under -4.2 0.3 15.0 3.9 -18.0 0.7 7.3 -9.9 -3.5 -
Performance vs peer group composite: Zoe Kan
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 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Asian Income Lead manager UT Asia Pacific Excluding Japan since Jun 07 2016 to present
BNY Mellon Emerging Income Lead manager UT Global Emerging Markets since Jul 01 2019 to present
Funds managed previously
Fund Periods
BNY Mellon Asian Opportunities since Dec 07 2015 to Apr 30 2017
BNY Mellon Asian Opportunities since Jan 31 2011 to Dec 31 2011
BNY Mellon Asian Opportunities since Feb 01 2011 to Dec 31 2011
BNY Mellon Asian Income since Jan 31 2011 to Jul 12 2011
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Sector Emerging markets open new doors for dividend investors By Omar Negyal  18-Nov-2024
Group Mixed asset, equity income and Trump trades: The funds that investors have been eyeing in 2024’s second half By Gary Jackson  15-Nov-2024
Sector Brazil's sanitation sector offers substantial growth opportunities By Charles Jillings  13-Nov-2024
Group Smoking hot: Why fund managers are lighting up tobacco stocks By Matteo Anelli  31-Oct-2024
Group ‘Rome wasn’t built in a day’: Why you should not give up on out of favour stocks By Patrick Sanders  29-Oct-2024
Sector Invesco Asia and abrdn’s Asia Dragon trusts to merge By Matteo Anelli  28-Oct-2024
Group Inditex: A cut above By BNY Mellon Investment Management  21-Oct-2024
Group Reasons to be cheerful By BNY Mellon Investment Management  21-Oct-2024
Group Greggs: on a roll By BNY Mellon Investment Management  21-Oct-2024
Group Is the US consumer feeling the pinch? By BNY Mellon Investment Management  21-Oct-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