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You are here: Manager factsheet

Ezra Sun

 FE fundinfo Alpha Manager
Veritas Asset Mgmt LLP, Omnis Investments Ltd
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Manager profile
Fund Manager of the Veritas Asian strategies. Joined the company in 2004. Director of Investment Management and Investment Leader Asia Newton Investment Management 1995 to 2004. In charge of Newton’s Asia Pacific fund range including Newton Oriental Fund and Mellon Asia Equity Fund. Education: BA, (Nankai University, China), MA, (Nankai University, China), Research Student Cambridge University.
Total return for Ezra Sun
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ezra Sun

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
Ezra Sun 12.6 -5.8 -5.3 11.6 18.8 13.9 -6.9 11.9 26.9 4.6
Peer Group Composite 14.6 4.2 -21.0 9.1 12.4 9.5 -7.6 10.9 24.7 -0.3
Over / Under -2.0 -10.0 15.7 2.5 6.4 4.4 0.7 1.0 2.2 4.9
Performance vs peer group composite: Ezra Sun
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Veritas Asian Lead manager IA Asia Pacific Excluding Japan since Oct 18 2004 to present
Veritas China Co-managed IA Unclassified since Oct 02 2009 to present
Omnis Asia Pacific ex-Japan Equity Lead manager IA Unclassified since Sep 29 2018 to present
Funds managed previously
Fund Periods
Real Return Asian since Oct 01 2004 to fund close
BNY Mellon Asian Opportunities since Jun 01 1999 to Aug 08 2004
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Sector Invesco Asia and abrdn’s Asia Dragon trusts to merge By Matteo Anelli  28-Oct-2024
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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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