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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

Helen Lam

Helen Lam

Showing manager performance in United Kingdom View performance globally

About Helen Lam

Helen Lam is a senior portfolio manager at Allianz Global Investors, based in Hong Kong. She joined the firm in 1999 and has been working as part of the regional fixed income management team. Lam has day-to-day management responsibility for dedicated fixed income mandates with a Hong Kong dollar focus, the fixed income portion of balanced portfolios, absolute return strategies as well as money market funds. Prior to joining AllianzGI, Lam worked as a derivatives marketer with J.P. Morgan. Lam is a CFA charterholder and holds a masters of science in engineering-economic systems & operations research from Stanford University and a bachelor of science from UCLA.

Are you Helen Lam?

Citywire Rating: A rated

2013

  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JNot rated in Jun 2015
  • JRated Plus in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NNot rated in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated Plus 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
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FRated Plus in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ORated Plus in Oct 2017
  • NRated A in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JRated Plus in Jan 2018
  • FRated A in Feb 2018
  • MRated A in Mar 2018
  • ARated Plus in Apr 2018
  • MRated A in May 2018
  • JRated A in Jun 2018
  • JRated A in Jul 2018
  • ARated A in Aug 2018
  • SRated A in Sep 2018
  • ORated Plus in Oct 2018
  • NRated A in Nov 2018
  • DRated Plus in Dec 2018

2019

  • JRated Plus in Jan 2019
  • FNot rated in Feb 2019
  • MRated Plus in Mar 2019
  • ARated Plus in Apr 2019
  • MRated A in May 2019

Performance

over : 30/04/2018 - 30/04/2019
Manager Return
3 Paul DeNoon 3.2%
3 Brad Gibson 3.2%
5 Jason Pang 2.1%
5 Shawn Ho 2.1%
7 Helen Lam -4.1%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.0%
2018 -2.3% 3.7% -5.0% -3.2% 2.5%
2017 11.3% 2.4% 2.4% 3.8% 2.3%
2016 -0.8% 2.5% 0.1% 1.4% -4.6%
2015 -2.6% 0.1% 2.4% -3.8% -1.1%
2014 1.4% -0.5%
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.