Matthews Asia's Pacific Tiger fund loses FundCalibre 'Elite' rating

Three new ratings

Sorin Dojan
clock • 2 min read

FundCalibre has shifted the $179.1m Matthews Pacific Tiger’s rating from ‘Elite’ to ‘Elite Radar’ following the departure of the fund’s lead manager Sharaf Shroff in December last year.

The rating, which looks at risk-adjusted performance and after-charges figures, is awarded to funds with "highly skilled managers" and has a four-step screening process.  Following Shroff's departure, FundCalibre's research team met with fellow lead manager Inbok Song, who rejoined Matthews Asia in 2019 after having worked with the investment manager between 2007 and 2015. Prior to 2019, Song worked at Seafarer Capital Partners. FundCalibre explained due to the fund manager change, Matthews Pacific Tiger no longer has the minimum three-year quantitative data set required to retain the...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

GQG launches pair of UCITS funds to European retail customers

GQG launches pair of UCITS funds to European retail customers

Global Value and US Value funds

Linus Uhlig
clock 20 January 2025 • 2 min read
Hargreaves adds Lazard Global Equity Franchise to Wealth Shortlist

Hargreaves adds Lazard Global Equity Franchise to Wealth Shortlist

Managers praised for experience

Sorin Dojan
clock 17 January 2025 • 1 min read
abrdn cuts fees and rebrands MyFolio Managed range

abrdn cuts fees and rebrands MyFolio Managed range

Now called abrdn MyFolio Core

Sorin Dojan
clock 14 January 2025 • 2 min read
Trustpilot