Daniel Chu

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Fund Performance

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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.

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Annualised total return over 4.6 years

+2.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Daniel Chu	-2.2	3.8	-	-	-
Peer Group Composite	-4.5	4.2	-	-	-
Over / Under	2.3	-0.4	-	-	-

Total return for Daniel Chu

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

53-89m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Daniel Chu

Discrete performance

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

Daniel Chu	-2.2	-7.4	14.7	20.4	-11.6	-	-	-	-	-
Peer Group Composite	-4.5	-5.5	15.4	19.8	-15.3	-	-	-	-	-
Over / Under	2.3	-1.9	-0.7	0.6	3.7	-	-	-	-	-

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