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You are here: Manager factsheet

Daniel Chu
Franklin Templeton Fund Mgt Lt
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Manager profile
As a Senior Investment Analyst and Portfolio Manager, Daniel is a member of the investment committee responsible for the performance of RARE’s Income strategy, as well as research responsibility for North and South American gas & electric utilities and infrastructure. Prior to joining RARE in 2012, Daniel was an Infrastructure Adviser at KPMG, where he evaluated and executed various Public-Private Partnership transactions. Daniel also held the role of Infrastructure Analyst at ANZ, where he undertook financial and other project finance analysis relating to a range of infrastructure transactions. Daniel holds a Bachelor of Commerce (Accounting and Finance) from the University of New South Wales and is a CFA Charterholder.
Total return for Daniel Chu
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
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Daniel Chu

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
Daniel Chu 13.7 -8.9 -0.6 11.5 4.6 - - - - -
Peer Group Composite 14.7 -11.4 2.2 15.1 -3.5 - - - - -
Over / Under -1.0 2.5 -2.8 -3.6 8.1 - - - - -
Performance vs peer group composite: Daniel Chu
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
2 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
FTF ClearBridge Global Infrastructure Income Co-managed UT Infrastructure since Oct 01 2019 to present
Funds managed previously
Fund Periods
FTF ClearBridge Global Infrastructure Income since Oct 01 2019 to fund close
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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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