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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

Shudong Huang

Shudong Huang

Showing manager performance in Liechtenstein View performance globally

About Shudong Huang

Shudong Huang is an executive director and a senior portfolio manager of the US Behavioural Finance Equity group, responsible for the US Dynamic Plus strategy at JP Morgan Asset Management. Prior to this he worked at Banc One Investment Advisors. Shudong graduated from Eastern Illinois University with an MA in Economics and from the University of Texas in Arlington with an MA in IT. He is a CFA charterholder, a member of the CFA Institute and a member of the Columbus Society of Financial Analysts.

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Citywire Rating: Not Rated

2015

  • ONot rated in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated 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

Performance

Equity - US
over : 31/07/2016 - 31/07/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.1% -5.2%
2016 9.9% -7.5% 2.9% 1.7% 13.6%
2015 10.4% 9.1% -1.2% -9.1% 12.5%
2014 32.7% 2.3% 5.2% 9.6% 12.5%
2013 2.9% -1.8% 9.6%
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.