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You are here: Manager factsheet

JoJo Chen
Royal London Unit Tst Mgrs Ltd
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Manager profile
JoJo Chen – Fund Manager JoJo joined RLAM as a Passive Fund Manager in June 2016. Prior to joining RLAM she was an assistant fund manager at UBS Asset Management, mainly looking after various passive index linked funds/ETFs. Her previous positions include business unit controller in the UBS investment banking division, monitoring equity derivatives and a role as an equity derivative financial analyst at Bank of America Merrill Lynch. JoJo also spent three years at KPMG LLP before moving into the banking/asset management industry. She is a CFA charter holder and qualified accountant (ACCA).
Total return for JoJo Chen
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : JoJo Chen

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
JoJo Chen 14.3 -1.9 3.9 40.6 -7.1 - - - - -
Peer Group Composite 12.8 -1.2 0.8 41.2 -8.0 - - - - -
Over / Under 1.5 -0.7 3.1 -0.6 0.9 - - - - -
Performance vs peer group composite: JoJo Chen
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
3 years
out of a possible 5
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 5
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London Europe ex UK Equity Tilt Co-managed UT Europe Excluding UK since Nov 01 2016 to present
Royal London Asia Pacific ex Japan Equity Tilt Co-managed UT Asia Pacific Excluding Japan since Jan 01 2020 to present
Royal London Emerging Markets ESG Leaders Equity Tracker Co-managed UT Global Emerging Markets since Jan 01 2020 to present
Royal London Japan Equity Tilt Co-managed UT Japan since Jan 01 2020 to present
Royal London US Equity Tilt Co-managed UT North America since Jan 01 2020 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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