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

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Henrietta Luk

Henrietta Luk

About Henrietta Luk

Henrietta Luk attended the University of Bristol where she obtained a BSc in Psychology and then went on to gain an MSc in Analysis, Design and Management from the London School of Economics. Henrietta started her financial career at Asia Equity Ltd as a research analyst and then went onto Credit Lyonnais International AM as a fund manager in 1990. Henrietta has been a fund manager for 18 years and in 1999 she set up her own company, Eva Asset Management where she was director for six years. Henrietta has been at Dalton Capital (Hong Kong) since 2005 and currently runs the Melchior Asian Opportunities Fund, Melchior Selected Trust Asian Opportunities Fund and the Melchior Asian Opportunities Fund LP. Her investment style is a bottom-up, fundamental stock selection process across all market capitalisations, producing a concentrated portfolio.

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Citywire Rating: AA rated

2007

  • NRated AAA in Nov 2007
  • DRated AAA in Dec 2007

2008

  • JRated AA in Jan 2008
  • FRated A in Feb 2008
  • MRated A in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SRated A in Sep 2011
  • ORated A in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ANot rated in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated Plus in Dec 2013

2014

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

Performance

Equity - Asia Pacific Excluding Japan
over : 30/11/2013 - 30/11/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -3.1% 7.2% 2.6%
2013 13.6% 14.3% -3.4% -2.4% 5.4%
2012 19.9% 9.2% -0.7% 7.2% 3.2%
2011 -23.2% -5.8% 3.1% -22.6% 2.3%
2010 18.1% 1.2% -8.8% 14.3% 12.0%

Related News

Profile: Magnus Spence - there are conflicts of interest everywhere you look

Dalton's Spence on the NCI's plans, conflicts of interest and European regulation.

Sector Watch: Average manager loses 12.29% in Asia Pacific ex Japan sector

Not one manager posted a positive return in the Asia Pacific excluding Japan sector in the 12 months to the end of August, a stark contrast to the average return of 44.63% seen over the same time frame last year.

Sector watch: Asia Pacific managers feel the heat

Concerns over rising inflation in China coupled with weak property stocks in Hong Kong have contributed to a turbulent 12 months for fund managers in the Asia Pacific ex Japan region.

The Morning Interview: Chinese inflation in check, says Dalton's Luk

Concerns over Chinese inflation have been on the rise but Dalton Strategic Partnership’s (DSP) newly rated Asian specialist Henrietta Luk said this is a temporary issue rather than a permanent problem.

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