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You are here: Manager factsheet

Chun Lee

Premier Asset Management, Premier Fund Managers
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has, period by period, consistently under-performed the peer group. Poor stock picking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
Chun Lee is the manager of the Premier Corporate Bond Monthly Income Fund and co-manager of the Premier UK Money Market Fund. He is also part of the investment team managing the Premier Defensive Growth Fund and Premier Diversified funds. Chun joined Premier in 2016. Prior to Premier, he was co-manager of the Waverton Sterling and Global Bond funds at Waverton Investment Management. Chun graduated with a BA in Economics from Coventry University and has a MA in Finance and Investment from the University of Exeter.
Total return for Chun Lee
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Chun Lee

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
Chun Lee 5.5 -0.7 1.9 14.8 1.1 3.2 3.3 0.0 - -
Peer Group Composite 9.4 0.1 3.5 16.0 2.8 3.8 2.1 7.9 - -
Over / Under -3.9 -0.8 -1.6 -1.2 -1.7 -0.6 1.2 -7.9 - -
Performance vs peer group composite: Chun Lee
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
1 year
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Funds currently managed
Fund Sole/Co-managed Sector Periods
Premier Corporate Bond Monthly Income Lead manager UT Sterling Corporate Bond since Nov 01 2016 to present
Acorn Income Ld Co-managed IT UK Equity & Bond Income since Aug 09 2019 to present
Premier UK Money Market Co-managed UT Standard Money Market since Aug 09 2019 to present
Funds managed previously
Fund Periods
Waverton Global Strategic Bond since Jan 11 2010 to Aug 31 2016
Waverton Sterling Bond since Nov 01 2011 to Aug 31 2016
Premier Strategic High Income Bond since Nov 01 2016 to fund close
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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