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Helen Zhu

Helen Zhu

Showing manager performance in Singapore 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.

Are you Helen Zhu?
Funds Managed
  1. BGF China A2 USD

Citywire Rating: A rated


  • 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


  • JRated A in Jan 2018


Equity - China
over : 31/12/2016 - 31/12/2017
Rank 37/43 Equity - China
Manager Return
35 Luigi Antonaci 39.5%
36 Takahiro Kawamura 38.5%
37 Helen Zhu 36.7%
38 Ross Teverson 36.7%
39 Christina Chung 35.8%

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 36.7% 11.3% 6.7% 9.0% 5.6%
2016 5.2% -3.6% 0.6% 15.1% -5.9%
2015 -2.6% 6.2% 10.3% -22.9% 7.8%
2014 4.4% 10.7%

Related News

Yuan depreciation: how it will affect China investments

Citywire Asia presents investor views on whether the yuan will be weakening further right after China’s recent stock sell-off.

China's one-child policy reversal marks the beginning of a new era

The recent decision was thought as a solution to the ageing population trend, but not everyone is optimistic: here are the opinions of economists and fund managers.

China's new economic blueprint: the sectors managers are backing

Managers reveal the industries they believe will benefit from the new economic plan for the next five years. 

BlackRock China equity chief tweaks strategy amid volatility

Helen Zhu gives her take on 'Black Monday' and what the market rout means for her investment outlook.

BlackRock’s Zhu: China to see $50 bn in inflows after MSCI inclusion

Estimate of flows based on a 10-15% weight for China in indices, says head of China equities.

BlackRock’s China equity chief calls for post-rally realism

Strong performance of H-shares shows strength of the market but valuations are arguably excessive, says Helen Zhu.

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.