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You are here: Manager factsheet

Zoe Kan
BNY Mellon Fund Managers Ltd
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Manager profile
Zoe Kan Portfolio manager, Equity Income team. Zoe is a portfolio manager on the equity income team. She is part of the leadership team for the Newton Asian Income and Emerging Income strategies. Zoe joined Newton in 2000 and holds a degree in German and economics. She is a CFA charterholder.
Total return for Zoe Kan
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Zoe Kan

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
Zoe Kan 8.8 -0.5 4.2 6.7 1.1 10.7 1.8 8.5 25.9 -
Peer Group Composite 12.8 -3.3 -8.1 5.8 15.1 8.7 -5.0 20.8 28.0 -
Over / Under -4.0 2.8 12.3 0.9 -14.0 2.0 6.8 -12.3 -2.1 -
Performance vs peer group composite: Zoe Kan
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
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
BNY Mellon Asian Income Lead manager UT Asia Pacific Excluding Japan since Jun 07 2016 to present
BNY Mellon Emerging Income Lead manager UT Global Emerging Markets since Jul 01 2019 to present
Funds managed previously
Fund Periods
BNY Mellon Asian Opportunities since Dec 07 2015 to Apr 30 2017
BNY Mellon Asian Opportunities since Jan 31 2011 to Dec 31 2011
BNY Mellon Asian Opportunities since Feb 01 2011 to Dec 31 2011
BNY Mellon Asian Income since Jan 31 2011 to Jul 12 2011
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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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