First State Singapore Growth SGD
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.
Performance
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Rank 2/7 Total Return
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Rank 1/7 Standard Deviation
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Rank 1/7 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 1 | First State Singapore & Malaysia Growth I | USD | 13.9% |
| 2 | First State Singapore Growth SGD | USD | 13.6% |
| 3 | Singapore Malaysia Equity | USD | 13.3% |
| 4 | Nomura Singapore & Malaysia Fund | USD | 11.4% |
| 5 | LionGlobal Singapore/Malaysia SGD | USD | 8.7% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 1 | First State Singapore Growth SGD | USD | 8.5 |
| 2 | First State Singapore & Malaysia Growth I | USD | 8.5 |
| 3 | Nomura Singapore & Malaysia Fund | USD | 11.6 |
| 4 | Singapore Malaysia Equity | USD | 11.7 |
| 5 | LionGlobal Singapore/Malaysia SGD | USD | 12.1 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 1 | First State Singapore & Malaysia Growth I | USD | -2.4% |
| 1 | First State Singapore Growth SGD | USD | -2.4% |
| 3 | Nomura Singapore & Malaysia Fund | USD | -7.3% |
| 4 | LionGlobal Singapore/Malaysia SGD | USD | -7.4% |
| 5 | Singapore Malaysia Equity | USD | -8.4% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | 7.0% | ||||
| 2017 | 20.5% | 9.8% | 4.0% | 0.2% | 5.4% |
| 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 | 2.6% | -2.1% | 8.7% | -3.6% | 0.0% |
| 1994 | -12.8% | -19.1% | 6.1% | 18.0% | -13.9% |
| 1993 | 143.7% | 15.1% | 24.9% | 37.4% | 23.3% |
| 1992 | 27.9% | 2.1% | 7.5% | 0.7% | 15.7% |
| 1991 | 19.3% | 14.3% | 8.2% | -12.2% | 9.9% |
| 1990 | -1.5% | 18.9% | -2.0% | -13.4% | -2.4% |
| 1989 | 53.7% | 15.6% | 6.3% | 7.2% | 16.7% |
| 1988 | 25.1% | 17.8% | 6.6% | -0.1% | -0.3% |
| 1987 | -5.6% | 20.8% | 18.7% | 6.9% | -38.4% |
| 1986 | 15.2% | -9.8% | 8.6% | 10.9% | 6.1% |
| 1985 | -27.9% | -4.5% | -9.7% | 6.9% | -21.8% |
| 1984 | -25.4% | -0.9% | -19.0% | -4.6% | -2.6% |
| 1983 | 25.1% | 16.5% | 11.9% | -0.7% | -3.3% |
| 1982 | 3.3% | -15.6% | -3.9% | 17.1% | 8.9% |
| 1981 | -12.8% | 11.7% | 2.9% | -33.3% | 13.9% |
| 1980 | 3.2% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Singapore
Fund Info
- Launch date28/07/1969
- Share Class size47Mn
- Base currencySGD
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ISIN SG9999000202
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment100
Charges
- Annual management1.50%
- Initial investment5