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First State Regional India SGD

Ranked 168 out of 343 in - India over 12 months
All calculations are in INR unless stated

Managed by

Vinay Agarwal

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).

Objective

The investment objective of the First State Regional India Fund is to achieve long term capital appreciation. The investment policy of the Sub-Fund is to invest all or substantially all of its assets in the First State Indian Subcontinent Fund, a sub-fund under the Dublin registered umbrella fund known as First State Global Umbrella Fund plc. The Underlying Sub-Fund will comprise a diversified portfolio of companies of the Indian subcontinent. Countries of the Indian subcontinent include India, Pakistan, Sri Lanka and Bangladesh.

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

Performance

India over : 31/10/2016 - 31/10/2017
  • Rank 168/343 Total Return
  • Rank 24/343 Standard Deviation
  • Rank 50/343 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.1% 3.1% 6.1%
2016 3.9% -3.7% 10.3% 2.1% -4.2%
2015 9.9% 7.6% -0.8% 1.6% 1.3%
2014 48.2% 3.1% 14.9% 17.0% 6.8%
2013 20.9% -2.3% 6.9% 5.0% 10.2%
2012 33.6% 12.8% -0.5% 12.5% 5.9%
2011 -7.8% -3.5% 4.8% -5.1% -3.9%
2010 25.3% 2.3% 5.1% 15.3% 1.1%
2009 87.8% 3.6% 40.3% 22.3% 5.6%
2008 -46.9% -21.9% -11.4% 1.4% -24.3%
2007 42.9% -5.6% 12.7% 10.5% 21.6%
2006 32.6% 21.3% -13.9% 13.4% 12.1%
2005 48.4% -1.0% 10.0% 22.3% 11.4%
2004 25.1% -5.9% -10.0% 16.1% 27.1%
2003 65.4% -10.6% 16.2% 24.8% 27.5%
2002 -1.3% 6.6% -6.7% -8.7% 8.6%
2001 -21.3% -12.3% -6.7% -17.6% 16.6%
2000 -38.8% 0.1% -25.2% -10.8% -8.3%
1999 145.5% 50.5% -3.2% 28.8% 30.8%
1998 -14.8% 2.9% -15.8% 0.4% -2.0%
1997 6.1% 5.5% 19.1% -5.6% -10.6%
1996 0.3% 11.6% 16.9% -19.0% -5.0%
1995 -12.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore

Fund Info

  • Launch date22/08/1994
  • Share Class size103Mn
  • Base currencySGD
  • ISIN SG9999000186

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.75%
  • Initial investment5

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