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You are here: Manager factsheet

Carolyn Chan
Apex Fundrock Ltd
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Manager profile
Carolyn Chan is co-manager of the Somerset Asia Income Fund. She started her career in 1992 with WI Carr Securities and spent 18 years in Asian equity sales at ING Barings, Citigroup and Daiwa Securities. Carolyn moved over to the buy-side in 2010 with Hampton Investment Management, before joining Liontrust in 2012 to launch the Asia Income Fund with Mark Williams. She joined Somerset Capital in 2020.
Total return for Carolyn Chan
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
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
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 16.0 11.0 -14.2 14.4 0.8 14.7 -10.4 10.5 38.0 -3.8
Peer Group Composite 17.0 4.5 -16.0 12.2 8.8 13.3 -9.6 15.1 35.5 -5.5
Over / Under -1.0 6.5 1.8 2.2 -8.0 1.4 -0.8 -4.6 2.5 1.7
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
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 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
MI Polen Capital Asia Income Co-managed UT Asia Pacific Excluding Japan since Mar 05 2012 to present
Funds managed previously
Fund Periods
Liontrust GF Asia Income since May 13 2015 to fund close
Liontrust Asia since Jan 12 2012 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Invesco Asia and abrdn’s Asia Dragon trusts to merge By Matteo Anelli  28-Oct-2024
Sector FE fundinfo Alpha Manager of the Year Robin Parbook on 35 years of Asian equity investing By Schroders  17-Sep-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.

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