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

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Xuesong Zhao

Xuesong Zhao

Showing manager performance in United Kingdom View performance globally

About Xuesong Zhao

Xuesong Zhao joined Polar Capital in May 2012 and has 11 years’ investment experience. He is a lead manager of the Polar Capital Automation and Artificial Intelligence fund and is a fund manager on the Polar Capital Technology Trust and the Polar Capital Global Technology fund. Prior to joining Polar Capital, he spent four years working as an investment analyst within the emerging markets and Asia team at Aviva Investors, where he was responsible for the technology, media and telecom sectors. Prior to that, he worked as a quantitative analyst and risk manager for the emerging market debt team at Pictet Asset Management. He started his career as a financial engineer at Algorithmics, now owned by IBM, in 2005. He holds an MSc in finance from Imperial College of Science & Technology, as well as a BA in economics from Peking University. He is also a CFA Charterholder.

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Citywire Rating: AA rated

2017

  • ORated A in Oct 2017
  • NRated A in Nov 2017
  • DRated AA in Dec 2017

2018

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

2019

  • JRated AA in Jan 2019
  • FRated AAA in Feb 2019
  • MRated AAA in Mar 2019
  • ARated AAA in Apr 2019
  • MRated AA in May 2019

Performance

over : 30/04/2016 - 30/04/2019
Manager Return
1 Greg Tuorto 161.6%
2 Ben Rogoff 151.0%
2 Nick Evans 151.0%
2 Xuesong Zhao 151.0%
2 Fatima Iu 151.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 15.8%
2018 9.4% 3.3% 11.8% 9.3% -13.2%
2017 34.6% 15.1% 4.5% 5.6% 6.0%
2016 31.9% -3.0% 15.1% 18.1% 0.1%
2015 13.3% 9.0% -4.0% -4.8% 13.8%
2014 5.1% 6.9%
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.