PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Alan Tu
T. Rowe Price (Lux) Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Alan Tu is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He is president of the Investment Advisory Committee of the Global Technology Equity Strategy. Previously, he was an investment analyst following software companies in the technology sector.
Total return for Alan Tu
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
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Alan Tu

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
Alan Tu -29.7 -18.5 59.8 15.4 - - - - - -
Peer Group Composite -11.8 -2.3 40.3 18.0 - - - - - -
Over / Under -17.9 -16.2 19.5 -2.6 - - - - - -
Performance vs peer group composite: Alan Tu
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
1 year
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
T. Rowe Price Global Technology Equity Lead manager FO Equity - Tech Media & Telecom since Mar 31 2019 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Three key topics for investors in Japan, the energy crisis and industry trends to watch in 2023: Thoughts from Fundswire this week By Diana Llewellyn  03-Feb-2023
Group Baillie Gifford on drones, differing from market consensus and how can equity investors reduce risk: Thoughts from Fundswire this week By Diana Llewellyn  27-Jan-2023
Sector The equity trusts worth buying despite their performance fees By Tom Aylott  24-Jan-2023
Group Healthcare stocks, the outlook for Japan and Liontrust on 2023: Thoughts from Fundswire this week By Diana Llewellyn  20-Jan-2023
Group Rebuilding conviction in stocks, value investing and how investors should position as inflation subsides: Thoughts from Fundswire this week By Diana Llewellyn  13-Jan-2023
Group Investing in commodities, a brighter outlook for fixed income and myths and misconceptions in the active vs. passive debate By Diana Llewellyn  16-Dec-2022
Group Three income themes, UK equities and adapting to a new investment world: Thoughts from Fundswire this week By Diana Llewellyn  09-Dec-2022
Fund The funds on track to be 2022’s best and worst performers By Gary Jackson  05-Dec-2022
Group UK stocks, European equities and multi-asset approaches: Thoughts from Fundswire this week By Diana Llewellyn  18-Nov-2022
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2023. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc