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You are here: Manager factsheet

Winnie Chwang
Matthews Asia
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Manager profile
Winnie Chwang is a Portfolio Manager at Matthews Asia and manages the firm’s China Small Companies and China Dividend Strategies and co-manages the China, Pacific Tiger and Asia Dividend Strategies. She joined the firm in 2004 and has built her investment career at the firm. Winnie earned an MBA from the Haas School of Business and received her B.A. in Economics with a minor in Business Administration from the University of California, Berkeley. She is fluent in Mandarin and conversational in Cantonese.
Total return for Winnie Chwang
Manager career performance
Discrete calendar year performance : Winnie Chwang

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
Winnie Chwang 8.3 4.5 -32.1 3.9 26.3 17.0 -10.1 23.9 31.9 5.4
Peer Group Composite 10.5 6.7 -31.3 -0.7 31.8 16.6 -12.6 22.4 29.8 0.3
Over / Under -2.2 -2.2 -0.8 4.6 -5.5 0.4 2.5 1.5 2.1 5.1
Performance vs peer group composite: Winnie Chwang
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 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Matthews China Co-managed (deputy) FO Equity - Greater China since Apr 01 2014 to present
Matthews China Discovery Co-managed FO Equity - Greater China since Aug 31 2020 to present
Matthews Pacific Tiger Co-managed (deputy) FO Equity - Asia Pacific ex Japan since Apr 28 2022 to present
Matthews Asia Dividend Co-managed (deputy) FO Equity - Asia Pacific inc Japan since Jan 05 2023 to present
Matthews China Total Return Equity Co-managed FO Equity - Greater China since Jan 05 2023 to present
Funds managed previously
Fund Periods
Matthews China Total Return Equity since Apr 01 2014 to Jan 31 2023
Matthews Pacific Tiger since Mar 02 2021 to Apr 27 2022
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Group Has Japan’s story played out? By Patrick Sanders  11-Nov-2024
Group Have your cake and eat it too: Emerging markets funds with the best risk-adjusted returns By Patrick Sanders  05-Nov-2024
Sector Invesco Asia and abrdn’s Asia Dragon trusts to merge By Matteo Anelli  28-Oct-2024
Fund The best and worst funds in September By Jonathan Jones  01-Oct-2024
Sector FE fundinfo Alpha Manager of the Year Robin Parbook on 35 years of Asian equity investing By Schroders  17-Sep-2024
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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