PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Carolyn Chan

Somerset Capital Management LL
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Carolyn Chan is co-manager of the Somerset Asia Income Fund. She started her career in 1992 with WI Carr Securities and spent 18 years in Asian equity sales at ING Barings, Citigroup and Daiwa Securities. Carolyn moved over to the buy-side in 2010 with Hampton Investment Management, before joining Liontrust in 2012 to launch the Asia Income Fund with Mark Williams. She joined Somerset Capital in 2020.
Total return for Carolyn Chan
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Carolyn Chan

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
Carolyn Chan 8.2 -2.5 -1.7 45.7 -15.2 3.7 2.2 34.4 -8.3 18.9
Peer Group Composite 1.3 -2.7 -3.7 47.0 -12.6 2.9 6.8 34.0 -8.1 19.1
Over / Under 6.9 0.2 2.0 -1.3 -2.6 0.8 -4.6 0.4 -0.2 -0.2
Performance vs peer group composite: Carolyn Chan
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 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
MI Somerset Asia Income Co-managed UT Asia Pacific Excluding Japan since Mar 05 2012 to present
Funds managed previously
Fund Periods
Liontrust GF Asia Income since May 13 2015 to fund close
Liontrust Asia since Jan 12 2012 to fund close
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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close