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

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Liu-Er Chen

Liu-Er Chen

Showing manager performance globally. You can view performance in individual jurisdictions.

About Liu-Er Chen

Liu-Er Chen is currently based in Boston where he is Senior Portfolio Manager for Delaware Investments, he has been with the firm since September 2006 and manages the Delaware Emerging Market Fund and the Delaware Healthcare Fund. Prior to joining Delaware he was a Senior Portfolio Manager and Managing Director of Evergreen Investments where he had been since 1995. He is a CFA and graduated from Anhui Medical School in China where he studied Medicine.

Invests in own strategies

Runs institutional money

Are you Liu-Er Chen?

Citywire Rating: A rated

2013

  • SNot rated in Sep 2013
  • ORated A in Oct 2013
  • NRated Plus in Nov 2013
  • DRated A in Dec 2013

2014

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

2015

  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JRated Plus in Jun 2015
  • JRated Plus in Jul 2015
  • ARated A in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NRated A in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MRated A in May 2016
  • JRated Plus in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated A in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated A in Oct 2017
  • NRated A in Nov 2017

Performance

Equity - Global Emerging Markets
over : 31/10/2016 - 31/10/2017
Manager Return
19 Sonal Tanna 35.1%
20 Liu-Er Chen 34.9%
21 Niall Paul 34.1%
21 Robert James 34.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 15.1% 6.6% 13.8%
2016 13.6% 5.8% 1.4% 12.4% -5.8%
2015 -14.4% -4.0% 4.3% -20.8% 8.0%
2014 -8.3% -2.4% 7.1% -2.9% -9.6%
2013 11.2% 0.4% -4.1% 12.1% 3.0%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.