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You are here: Manager factsheet

Raymond Ma

FE fundinfo Alpha Manager
Fidelity International (FIL In, Invesco Fund Managers Ltd, Invesco Management S.A.
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Manager profile
Prior to Invesco, Raymond spent 15 years at Fidelity in Hong Kong where he was the Key China Portfolio Manager. Raymond successfully managed and grew Fidelity’s China Consumer Fund, Greater China Fund, and later Taiwan Fund and MPFs with four main strategies and seven funds to over US$14 billion in assets by March 2021. Raymond has also worked at BNP Paribas Peregrine in Shanghai as Assistant Director in the consumer sector, as well as a teacher and junior researcher at Fudan University. Raymond is an early mover in ESG investing. He founded Green Renaissance Capital, which focuses on green energy investing and China’s carbon net zero strategy. He is also a council member of CASVI and overseas consultant for Susallwave, both leading entities in China’s ESG rating and carbon neutral business. Raymond holds a Bachelors and Masters in Law from the Fudan University, China.
Total return for Raymond Ma
Discrete calendar year performance : Raymond Ma

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
Raymond Ma - - - 30.7 10.4 -8.9 25.7 43.8 -17.9 40.7
Peer Group Composite - - - 30.1 14.1 -11.2 23.7 41.0 -22.0 38.7
Over / Under - - - 0.6 -3.7 2.3 2.0 2.8 4.1 2.0
Performance vs peer group composite: Raymond Ma
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 7
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity China Consumer Co-managed (deputy) FO Equity - Other Specialist since Jun 01 2020 to present
Invesco China Equity (UK) Lead manager UT China/Greater China since Jul 31 2023 to present
Invesco Greater China Equity Lead manager FO Equity - Greater China since Jul 31 2023 to present
Invesco PRC Equity Lead manager FO Equity - China since Jul 31 2023 to present
Funds managed previously
Fund Periods
Fidelity China Consumer since Feb 23 2011 to May 31 2020
Fidelity Greater China II since Jul 01 2012 to Mar 31 2021
Fidelity Greater China since Jul 01 2012 to Mar 31 2021
Fidelity China since Sep 14 2011 to Jul 31 2017
Fidelity China Innovation since Jul 01 2017 to Feb 23 2021
Fidelity Taiwan since Feb 22 2016 to Jul 01 2017
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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