VERITAS ASIAN GBP A I - Manager
No Bestinvest rating
Find rated asia pacific excluding japan funds
Average monthly relative returns
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Bestinvest MRI
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07/08
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08/09
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09/10
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10/11
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11/12
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3 years
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5 years
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Career
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3 years
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5 years
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Career
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–
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0.72%
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0.33%
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0.21%
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1.08%
|
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0.54%
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–
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0.62%
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50.0%
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0.0%
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100.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Ezra Sun
Ezra joined Newton in 1995 as an Asia Pacific equities analyst and is now a Director of Investment Management and Investment Leader, Asia Pacific ex Japan Equities. He moved to the UK in 1992 and was a research student at Cambridge University, where he also worked as a language tutor in the faculty of Oriental Studies. He holds a BA and MA degree from Nankai University in China. In July 2004 it was announced he would be joining the boutique Veritas Asset Management.
Track record
Ezra Sun has 10 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.62%.
During the worst period of relative performance (from April 2005 - November 2005) there was a decline of 12% relative to the index. The worst absolute loss has been 36%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
Other funds managed
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Start Date |
VERITAS ASIAN GBP A I
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Oct 2004
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Oct 2009
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| Periods of worst performance |
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Absolute
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-36%
(October 2007 - October 2008)
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|
Relative
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-12%
(April 2005 - November 2005)
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Sector record since
June 1999 (10 yrs)
About the MRI
Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level. Read more about our approach