Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Lorraine Kuo

Lorraine Kuo

Showing manager performance in Singapore View performance globally

About Lorraine Kuo

Lorraine Kuo received her Master of International Affairs degree from Columbia University and a Bachelor of Economics degree from National Taiwan University and then went on to be an investment analyst. Currently, she is based in Hong Kong where she manages the Invesco Greater China Equity Fund, the Invesco China Focus Equity Fund and the Invesco Perpetual Hong Kong and China Fund dealing in Chinese and Hong Kong equities, using sustainable value investment styles.

Invests in own strategies

Are you Lorraine Kuo?

Citywire Rating: A rated

2014

  • MRated AA in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated A in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JRated Plus in Jun 2015
  • JRated A in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated A in Apr 2016
  • MRated AA in May 2016
  • JRated A in Jun 2016
  • JRated A in Jul 2016
  • ARated A in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MRated Plus in Mar 2018
  • ARated A in Apr 2018
  • MRated Plus in May 2018
  • JRated Plus in Jun 2018
  • JRated A in Jul 2018
  • ARated A in Aug 2018
  • SRated A in Sep 2018
  • ORated A in Oct 2018

Performance

over : 30/09/2017 - 30/09/2018
Manager Return
3 Eddie Chow 6.0%
4 Louisa Lo 5.3%
5 Mike Shiao 5.3%
5 Lorraine Kuo 5.3%
7 Yu Zhang 4.5%
7 Sherwood Zhang 4.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.9% 0.1% -0.5%
2017 41.5% 11.1% 10.0% 10.6% 4.8%
2016 4.5% -2.4% 5.3% 9.8% -7.4%
2015 -5.5% 0.0% 7.4% -17.7% 7.0%
2014 2.1% -2.5% 5.6% -1.5% 0.7%
2013 7.8%

Related News

A-rated equity veteran steps back from Invesco fund

Asian specialist relinquishes role on balanced regional strategy.

Taming the dragon: top performers in Greater China equities

Citywire Asia reveals the best managers in the specialist sector covering Chinese, Hong Kong and Taiwanese equities over the past three years.

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.