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First State Asian Growth II

Ranked 373 out of 428 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD unless stated

Managed by

Richard Jones

Richard Jones is a director of First State Stewart Asia, part of First State Investments. Richard has more than 27 years of investment experience in Asia, focused on both company research and portfolio management. He joined the FSSA team in January 2010 and is based in Hong Kong. Richard is the lead manager of the First State Asia Innovation Fund, the First State Asian Growth Fund and the First State Singapore and Malaysia Fund. He is also responsible for managing a number of Asia Pacific Leaders portfolios on behalf of key client segregated accounts. Richard graduated from the London School of Economics with a first class degree in Economics (Government).

Alistair Thompson

Alistair Thompson is currently a senior portfolio manager at First State and joined the Asia Pacific (ex-Japan)/global emerging markets team back in 2003. Prior to this he worked for Edinburgh Fund Managers where he worked for nine years and was head of Asia Pacific ex Japan. Before this he worked for CIM Fund Managers from 1989 to 1993, managing their money markets funds and later started managing Asian funds. Alistair has over 14 years' experience in the investment management industry and holds a Diploma in Fund Management from the Securities Institute in London.

Objective

The Fund aims to grow your investment. The Fund mainly invests in shares of companies based in or having significant operations in the Asia Pacific region (excluding Japan).

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

Performance

Asia Pacific Excluding Japan over : 28/02/2016 - 28/02/2017
  • Rank 373/428 Total Return
  • Rank 34/428 Standard Deviation
  • Rank 173/428 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 -1.3% 0.8% 1.8% 2.7% -6.4%
2015 -3.1% 6.6% 0.3% -9.5% 0.1%
2014 12.4% 1.4% 7.8% 2.7% 0.1%
2013 -4.0% -0.3% -6.2% 3.0% -0.5%
2012 23.3% 10.6% -4.8% 14.5% 2.2%
2011 -10.3% -1.4% 2.6% -13.2% 2.2%
2010 27.5% 0.9% 0.5% 19.1% 5.6%
2009 49.7% -1.3% 26.6% 16.1% 3.3%
2008 -42.3% -8.6% -6.3% -18.0% -17.8%
2007 42.2% 4.0% 13.6% 13.6% 6.0%
2006 31.7% 8.2% -1.7% 6.7% 16.0%
2005 18.5% 0.9% 4.8% 7.4% 4.4%
2004 15.9% 9.0% -9.4% 4.6% 12.2%
2003 45.0% -8.4% 17.8% 17.8% 14.2%
2002 -15.1% 7.0% -5.4% -15.2% -1.0%
2001 -0.8% -4.5% 4.6% -23.4% 29.7%
2000 -34.2% 5.9% -14.6% -14.6% -14.8%
1999 79.4% 0.3% 42.1% -10.4% 40.6%
1998 -14.2% 1.9% -27.3% -2.0% 18.2%
1997 -31.1% 1.2% 7.0% -12.9% -27.0%
1996 16.8% 6.3% 3.2% -1.5% 8.2%
1995 -2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. Ireland
  3. Macau
  4. Singapore
  5. United Kingdom

Fund Info

  • Launch date30/06/1988
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN IE0004811117

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).