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You are here: Manager factsheet

Alice Wong

JPMorgan Asset Mgmt (Europe) S, JP Morgan Funds (Asia) Limited, JP Morgan Asset Management UK
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Manager profile
Alice Wong, Vice President, is a product analyst for the Asia Pacific Regional team strategy within the Emerging Markets and Asia Pacific (EMAP) Equities team, based in Hong Kong. She is also a portfolio manager for the Asia Pacific Regional funds. Alice joined the Firm in 2013 from Fidelity where she was a portfolio analytic manager covering Asia Pacific and mainly responsible for idea modelling, optimisation and capacity analysis. She began her career in 2005 with Citco Canada as a fund accountant for Fortress in New York. Alice obtained a Bachelor of Mathematics from the University of Waterloo in Canada and a Master of Science in Finance from New York University Stern School of Business and Hong Kong University of Science and Technology. She is a CFA Charterholder.
Total return for Alice Wong
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
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alice Wong

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
Alice Wong 10.8 -4.5 -6.5 40.5 0.8 -5.7 10.2 - - -
Peer Group Composite 6.1 -5.9 -7.0 31.9 -2.3 -5.1 8.0 - - -
Over / Under 4.7 1.4 0.5 8.6 3.1 -0.6 2.2 - - -
Performance vs peer group composite: Alice Wong
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 7
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPM Asia Pacific Equity Co-managed FO Equity - Asia Pacific ex Japan since Sep 29 2017 to present
JPMorgan SAR Asian Co-managed FO Equity - Asia Pacific ex Japan since Sep 29 2017 to present
JPM Asia Pacific Equity Fund Co-managed UT Asia Pacific Excluding Japan since Sep 13 2019 to present
Funds managed previously
Fund Periods
No previously managed funds
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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