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

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Andrew Swan

Andrew Swan

Showing manager performance in Jersey View performance globally

About Andrew Swan

Andrew Swan is a managing director and head of Asian fundamental equities at BlackRock where he runs the BGF Asia Dragon Fund. Prior to joining BlackRock in August 2011, Andrew spent eight years at JP Morgan Asset Management. He studied commerce at the University of New South Wales, Australia. Based in Hong Kong, outside of fund management Andrew enjoys golf and skiing.

Invests in own strategies

Runs institutional money

Are you Andrew Swan?

Citywire Rating: AAA rated

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
  • ARated A in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

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

2015

  • JRated AA in Jan 2015
  • FRated AA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated AAA in Aug 2015
  • SRated AAA in Sep 2015
  • ORated AAA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AAA in Aug 2016
  • SRated AAA in Sep 2016
  • ORated AAA in Oct 2016
  • NRated AAA in Nov 2016
  • DRated AAA in Dec 2016

2017

  • JRated AAA in Jan 2017
  • FRated AAA in Feb 2017
  • MRated AA in Mar 2017
  • ARated AAA in Apr 2017
  • MRated AAA in May 2017
  • JRated AAA in Jun 2017

Performance

over : 31/05/2016 - 31/05/2017
Manager Return
11 Chady Jouni 44.3%
12 Emily Dong 44.2%
13 Andrew Swan 44.0%
14 Geoff Hoare 43.9%
14 Oliver Cox 43.9%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 10.8%
2016 28.0% 2.6% 10.3% 14.0% -0.8%
2015 2.2% 11.8% -3.6% -14.3% 10.7%
2014 13.4% -1.4% 4.0% 4.0% 6.5%
2013 14.8% 13.0% -3.1% -0.2% 5.0%
2012 6.0% 6.9%

Related News

Keeping pace: three managers on riding India’s momentum train

Equity and bond experts trade views on the best ways to make the most out of the new emerging market darling.

China challenges: three tactics for surviving the storm

Leading investors Andrew Swan, David Raper and Jan Dehn share their top tips for riding out the EM market’s turbulent times.

BlackRock’s Swan: Asian growth outlook still trumps developed world

Citywire AAA-rated manager backs region to overcome China-led headwinds and provide solid performance over the medium and long-term.

BlackRock names new co-lead on $670m Asian equity income fund

The US asset manager appoints co-head of Asian equity research to new role on regional dividend-focused strategy.

Rate cuts ramp up: five top investors on where China goes now

Citywire canvassed views from top fund houses and investment professionals on how they are reacting to the latest PBoC interest rates cut.

Mark Mobius: ASEAN outlook is strong despite headwinds

EM veteran investor offers positive appraisal of Southeast Asia despite reform challenges and openness of markets.

ASEAN appetite is weak with little upside, says BlackRock’s Swan

Citywire AA-rated manager and head of fundamental Asian equities sees limited scope for improvement in Southeast Asia.

Uber and out: top managers on the rise of disruptive tech

Innovation is shaking up industry across the board. We quiz top investors to see how they are tapping into game-changing developments.

China’s risk premium will reduce in 2015, say BlackRock star duo

Asset manager's head of Asian equities and head of China equities believe country faces challenges in the year ahead but reform-led agenda is a huge positive.

BlackRock's Swan: HK pro-democracy protests hurting equities

Speaking in Hong Kong, the Asian equity head believes markets will soon normalise but demonstrations are having a pronounced short-term impact.

...more...
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.