Michelle serves as the Research Advisor of China Equities (Shanghai based Head of ...
Michelle serves as the Research Advisor of China Equities (Shanghai based Head of Investments). She is responsible for overseeing the China Growth team at Eastspring Shanghai, with a focus on our onshore China A Shares Growth strategy. Michelle joined Eastspring Investments in 2018 and has over 22 years of investment experience.
Prior to joining Eastspring, Michelle was Head of QFII and QDII Investment and Portfolio Manager at BOCOM Schroders, a role she held since 2007.
Michelle holds a Master of Applied Finance from Macquarie University and Bachelor of Arts from Shanghai University. She is also a CFA charterholder.
Jie Lu joined Eastspring Investments, the Asian asset management business of ...
Jie Lu joined Eastspring Investments, the Asian asset management business of Prudential plc, as Portfolio Manager, in April 2017.
He is part of the Quantitative Equity Strategies (QES) team and is responsible for the Research and Development and management of QES strategies and funds.
Prior to joining Eastspring Investments, Jie was a Portfolio Manager and Senior Vice President at Acadian Asset Management in Boston, where he worked for over 10 years. He has extensive experience in stock selection factor research for global equity markets as well as systematic country and industry allocation strategies. Jie helped design Acadian's factor backtesting framework and was a member of their investment policy committee overseeing changes to their investment models. In all, Jie has 13 years of investment industry experience.
Jie holds a PhD in Physics from the Massachusetts Institute of Technology and a Financial Technology Option from the MIT Sloan School of Management. Jie also holds a MSc and BSc in Physics from Tsinghua University. He is a CFA charterholder.
Past performance data
- Asset classEquity
- Subscription methodCash
- ISIN codeLU1969619763
- Bloomberg tickerESCAGFA LX
- Minimum initial investmentUSD 500.00
- Minimum subsequent investmentUSD 50.00
- Inception date 10 Apr 2019
- Base currencyUSD
- Initial sales chargeMax 5.0%
- Annual management fees1.50%
- Ongoing charges ^1.83%
- Benchmark indexMSCI China A Index USD
Morningstar rating *
31 Oct 2023
* Rating should not be taken as a recommendation. © 2016 Morningstar. All rights reserved.
^ Ongoing charges vary from year to year and do not include portfolio transaction cost. Ongoing charges are based on annualized expenses for the year ending December 2020.
# A (Accumulating retail share class)