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First State Singapore Growth SGD

Ranked 5 out of 7 in - Malaysia/Singapore 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 investment objective of the First State Singapore Growth 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 Singapore and Malaysia Growth Fund, a sub-fund under the Dublin registered umbrella fund known as First State Global Umbrella Fund plc. The Underlying Sub-Fund invests primarily in securities issued by companies that are listed, traded or dealt in on regulated markets in Singapore or Malaysia or companies that are listed, traded or dealt in another regulated market but that are incorporated in, have substantial assets in, or derive significant revenues from operations in Singapore or Malaysia.

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

Performance

Malaysia/Singapore over : 30/06/2016 - 30/06/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 9.8% 4.0%
2016 2.4% 9.0% 0.2% 0.7% -6.9%
2015 -17.3% -1.7% -1.1% -16.2% 1.5%
2014 3.0% 0.6% 7.1% -1.0% -3.4%
2013 5.5% 4.9% -0.7% 1.3% 0.0%
2012 39.5% 18.2% -1.2% 11.3% 7.3%
2011 -3.1% 0.8% 7.4% -14.1% 4.3%
2010 33.5% 5.9% 1.6% 14.8% 8.2%
2009 67.7% -6.3% 46.0% 15.5% 6.1%
2008 -48.2% -9.9% -5.3% -20.6% -23.6%
2007 34.1% 12.6% 13.2% 2.5% 2.6%
2006 41.6% 11.8% 0.7% 4.6% 20.2%
2005 11.2% 0.8% 2.7% 6.1% 1.2%
2004 17.0% 10.1% -5.8% 5.2% 7.3%
2003 36.2% -2.4% 12.5% 12.4% 10.3%
2002 -8.8% 14.5% -10.2% -11.7% 0.5%
2001 -14.1% -16.0% 6.5% -21.7% 22.6%
2000 -31.9% 5.8% -20.9% -5.1% -14.3%
1999 109.2% 4.7% 60.9% -5.5% 31.3%
1998 1.6% 9.8% -28.6% -1.6% 31.7%
1997 -37.1% 7.2% -9.1% -17.0% -22.2%
1996 29.7% 15.6% 5.4% 1.9% 4.5%
1995 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore

Fund Info

  • Launch date28/07/1969
  • Share Class size46Mn
  • Base currencySGD
  • ISIN SG9999000202

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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