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You are here: Manager factsheet

Carolyn Chan

Liontrust Fund Partners LLP, Liontrust Global Funds plc
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a fairly lengthy track record, the manager has, period by period, over- and under-performed roughly equally. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Carolyn Chan joined Liontrust in 2012. She started her career in 1992 with WI Carr Securities, and spent 18 years in Asian equity sales at WI Carr, ING Barings, Citigroup and Daiwa Securities. Carolyn was based in Asia for 14 years before transferring to London in 2007 with Citigroup. Carolyn started managing money in 2010 with Hampton Investment Management.
Total return for Carolyn Chan
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 : Carolyn Chan

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
Carolyn Chan 6.8 -1.0 11.4 38.5 -6.0 2.7 10.3 4.7 - -
Peer Group Composite 5.2 3.5 14.6 36.0 -7.5 6.2 8.8 5.4 - -
Over / Under 1.6 -4.5 -3.2 2.5 1.5 -3.5 1.5 -0.7 - -
Performance vs peer group composite: Carolyn Chan
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
4 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Asia Income Co-managed UT Asia Pacific Excluding Japan since Mar 05 2012 to present
Liontrust GF Asia Income Co-managed FO Equity - Asia Pacific ex Japan since May 13 2015 to present
Funds managed previously
Fund Periods
Liontrust Asia since Jan 12 2012 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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