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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Helen Zhu

Helen Zhu

Showing manager performance in Portugal View performance globally

About Helen Zhu

Helen Zhu is head of China Equities for the Fundamental Equity division of BlackRock's Alpha Strategies Group. Before joining BlackRock in 2014, Zhu spent eight years at Goldman Sachs in Hong Kong, most recently as Chief China Strategist within the Global Investment Research division. Prior to this role, she was the Business Unit leader for the Telecom/Internet and Media sector research team. Zhu joined Goldman Sachs from ABN AMRO, where she spent five years and was sector head of the Asian telecom research team. Zhu was educated at the Massachusetts Institute of Technology where she studied Electrical Engineering and Computer Science.

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Funds Managed
  1. BGF China A2 USD

Citywire Rating: Not Rated

2017

  • JRated AAA in Jul 2017
  • ARated AAA in Aug 2017
  • SRated AAA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated A in Jan 2018
  • FRated Plus in Feb 2018
  • MRated Plus in Mar 2018
  • ARated Plus in Apr 2018
  • MRated Plus in May 2018
  • JNot rated in Jun 2018

Performance

Equity - China
over : 31/05/2015 - 31/05/2018
Rank 12/18 Equity - China
Manager Return
10 Jing Ning 13.0%
11 Vanessa Donegan 10.4%
12 Helen Zhu 9.7%
13 Alina Chiew 9.3%
14 Howard Wang 9.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7%
2017 20.1% 9.7% 0.1% 5.2% 4.0%
2016 8.3% -8.1% 3.2% 13.8% 0.3%
2015 8.5% 19.7% 6.4% -23.0% 10.8%
2014 13.1% 15.5%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.