Julia Ho

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Manager factsheet

Julia Ho
Schroder Investmt Mgt(EUR)S.A.
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Manager profile

Julia Ho is Portfolio Manager, Asian Fixed Income at Schroders, responsible for portfolio management for Pan-Asian macro (interest rates and currency) as well as Singapore strategies. She joined Schroders in 2012 and is based in Singapore. Julia was Portfolio Manager at Western Asset Management from 2003 to 2012, responsible for portfolio management focusing on Pan-Asian Local Currency and single currency Asian bond portfolios and unit trusts. She was Portfolio Manager at Rothschild Asset Management from 1995 to 2003, which involved portfolio management specialising in Global, Pan-Asian bonds and single currency Asian portfolios and unit trusts. She was Portfolio Manager at United Overseas Bank from 1989 to 1995, which involved portfolio management specialising in Global and Asian Bonds. Qualifications: CFA Charterholder; Bachelor of Business Administration from National University of Singapore.

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Julia Ho is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 6.2 years

+3.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Julia Ho	0.4	7.2	12.8	-	-
Peer Group Composite	1.1	-1.5	3.0	-	-
Over / Under	-0.7	8.7	9.8	-	-

Total return for Julia Ho

Discrete calendar year performance : Julia Ho

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Julia Ho	0.4	-1.7	8.0	-2.0	7.4	5.8	-	-	-	-
Peer Group Composite	1.1	-2.3	-0.2	1.0	3.5	7.4	-	-	-	-
Over / Under	-0.7	0.6	8.2	-3.0	3.9	-1.6	-	-	-	-

Performance vs peer group composite: Julia Ho

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

Outperformed peer group composite

3 years

out of a possible 6

Overall markets

Underperformed peer group composite

3 years

out of a possible 6

Rising markets

Outperformed peer group composite

1 year

out of a possible 4

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Schroder ISF Asian Bond Total Return	Co-managed	FO Fixed Int - Asia Pacific	since Feb 28 2018 to present
Schroder ISF China Local Currency Bond	Lead manager	FO Fixed Int - Other Single Currency	since Mar 01 2018 to present
Schroder ISF Asian Local Currency Bond	Co-managed	FO Fixed Int - Asia Pacific	since Mar 01 2018 to present