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You are here: Manager factsheet

Lorraine Kuo

Invesco Management S.A., Invesco Fund Managers Ltd
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Based in Hong Kong, Lorraine Kuo joined Invesco in September 2011 as a fund manager and was later promoted to associate director. She is the co-manager for Greater China equity portfolios and Hong Kong & China portfolios. Lorraine is responsible for stock research and analysis in internet, software, and media industries. Previously, Lorraine spent six years as a sell-side analyst in Deutsche Bank, covering chemical and cement sectors in Taiwan from 2004 to 2008 and technology sector in China during 2010 to 2011. Lorraine was an investment analyst with Manulife Asset Management (HK) Ltd between 2008 and 2010, responsible for stock research and recommendations in Taiwan and Korea. She also had experience in banking industry and worked as a credit analyst at Credit Lyonnais Taipei for two years. Lorraine received her Master of International Affairs degree from Columbia University and a Bachelor of Economics degree from National Taiwan University.
Total return for Lorraine Kuo
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
 
 
 
 
 
11-47m
 
 
 
 
 
 
 
 
 
23-59m
 
 
 
 
 
 
 
 
 
35-71m
 
 
 
 
 
 
 
 
 
47-83m
 
 
 
 
 
 
 
 
 
59-95m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Lorraine Kuo

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
Lorraine Kuo 19.2 2.8 7.2 28.2 31.2 -6.7 13.2 34.0 -1.7 -
Peer Group Composite 17.5 5.4 2.4 30.9 28.2 -4.0 8.1 20.1 -4.3 -
Over / Under 1.7 -2.6 4.8 -2.7 3.0 -2.7 5.1 13.9 2.6 -
Performance vs peer group composite: Lorraine Kuo
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 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Greater China Equity Co-managed (deputy) FO Equity - Greater China since Nov 01 2011 to present
Invesco China Equity (UK) Co-managed IA China/Greater China since Jun 01 2012 to present
Funds managed previously
Fund Periods
Invesco Asia Asset Allocation since Jul 31 2018 to Aug 13 2020
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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