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You are here: Manager factsheet

Jin Xu

Threadneedle Investment Servic
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Manager profile
Jin Xu joined the company in 2014 as a Portfolio Analyst in the Asian Equities team. In this role, he is responsible for researching Chinese companies across all sectors ex financials and insurance. Before joining the company, Jin spent three years at Universities Superannuation Scheme Investment Management, where he worked closely with the portfolio management team as an equity analyst covering a range of sectors including consumers, autos, utilities and industrials. Prior to that he was a research analyst at Czarnikow Group with responsibility for analysing global sugar trading companies, and a senior associate at PwC Beijing auditing listed Chinese companies.Jin holds an MA in Finance from London Business School. He also holds the Chartered Financial Analyst designation.
Total return for Jin Xu
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
Discrete calendar year performance : Jin Xu

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
Jin Xu -22.1 -10.0 27.3 -1.2 - - - - - -
Peer Group Composite -19.5 -1.7 25.0 5.7 - - - - - -
Over / Under -2.6 -8.3 2.3 -6.9 - - - - - -
Performance vs peer group composite: Jin Xu
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
1 year
out of a possible 4
Overall markets
Underperformed peer group composite
3 years
out of a possible 4
Rising markets
Outperformed peer group composite
1 year
out of a possible 2
Falling markets
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT China Opportunities Lead manager UT China/Greater China since Jun 01 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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