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You are here: Manager factsheet

Yu Zhang

FE fundinfo Alpha Manager
Matthews Asia
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Manager profile
Yu Zhang is a Portfolio Manager at Matthews Asia. He manages the firm’s Asia Dividend and Asia ex Japan Dividend Strategies, and co-manages the China Dividend Strategy. Prior to joining Matthews Asia in 2007 as a Research Associate, Yu was an Analyst researching Japanese companies at Aperta Asset Management from 2005 to 2007. Before receiving a graduate degree in the U.S., he was an Associate in the Ningbo, China office of Mitsui & Co., a Japanese general trading firm. Yu received a B.A. in English Language from the Beijing Foreign Studies University, an M.B.A. from Suffolk University and an M.S. in Finance from Boston College. He is fluent in Mandarin.
Total return for Yu Zhang
Discrete calendar year performance : Yu Zhang

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
Yu Zhang 1.7 34.3 9.6 -8.1 28.6 25.8 10.9 5.7 9.8 15.7
Peer Group Composite -2.2 22.1 15.9 -11.6 25.6 21.6 1.6 8.1 8.4 10.4
Over / Under 3.9 12.2 -6.3 3.5 3.0 4.2 9.3 -2.4 1.4 5.3
Performance vs peer group composite: Yu Zhang
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
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Matthews Asia Dividend Co-managed IA Asia Pacific Including Japan since Mar 22 2011 to present
Matthews China Dividend Co-managed (deputy) IA China/Greater China since Jan 31 2013 to present
Matthews Asia ex Japan Dividend Lead manager IA Asia Pacific Excluding Japan since Nov 30 2015 to present
Funds managed previously
Fund Periods
No previously managed funds
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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