Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Wei Li

Wei Li

i

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

Wei Victor Li is a vice president and portfolio manager in the Multi-Asset Solutions team in Global Multi-Asset Research group at JP Morgan Asset Management based in London. He joined the firm in 2010 and his primary responsibilities include quantitative research, model development and portfolio management. Victor graduated from the University of Manchester with an MSc with distinction in Communications Engineering and is a CFA charterholder.

Citywire Rating: + rated

not rated

2015

  • A
  • S
  • O
  • N
  • D

2016

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2017

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2018

  • J
  • F

sector performance

funds managed

fund total return standard deviation max drawdown
Schwab Core Equity Fund 44.0 % 11.1 -12.1 %
Schwab Large-Cap Growth Fund 49.7 % 11.2 -10.3 %

League Table - Rank 37/258 (1st quartile)

rank Manager Return
36 John Roth 36. John Roth 47.0%
37 Wei Li 37. Wei Li 46.9%
37 Jonas Svallin 37. Jonas Svallin 46.9%
39 Christopher I. Meredith 39. Christopher I. Meredith 46.3%
39 James P. O'Shaughnessy 39. James P. O'Shaughnessy 46.3%
View full league table

Total Return

Month by Month Performance

Quarterly (to 01/01/2018)

year Annual Q1 Q2 Q3 Q4
2017 26.5% 8.4% 3.9% 5.2% 6.9%
2016 5.9% -1.8% 0.5% 5.2% 1.9%
2015 2.2% 3.5% 0.0% -7.1% 6.3%
2014 14.1% 1.4% 5.6% 1.4% 5.1%
2013 2.0% 6.2% 10.9%

Are you Wei Li?

We are constantly updating our comprehensive database of fund managers and their career history. If you are (or represent) Wei Li and would like to update or provide biographical information for this factsheet please email manager-research@citywire.co.uk