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First State Asian Growth II

Ranked 163 out of 199 in - Asia Pacific Excluding Japan over 12 months
All calculations are in GBP 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 invests primarily (at least 70% of its Net Asset Value) in equity securities of companies that are listed, or have their registered offices in, or conduct a majority of their economic activity in Asia (excluding Japan). The Fund is not subject to any limitation on the portion of its Net Asset Value that may be invested in any one or more Emerging Markets in Asia (excluding Japan), any sector, or any limitation on the market capitalisation of the companies in which it may invest.

Showing fund performance in United Kingdom View performance globally

Performance

Asia Pacific Excluding Japan over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6%
2017 13.6% 8.6% -1.1% -1.0% 6.8%
2016 17.7% 3.4% 9.5% 5.6% -1.6%
2015 2.5% 11.9% -5.3% -6.0% 2.9%
2014 19.4% 0.7% 5.1% 8.3% 4.1%
2013 -5.8% 6.8% -6.0% -3.5% -2.7%
2012 17.9% 7.6% -3.0% 11.3% 1.6%
2011 -9.6% -3.7% 2.4% -10.6% 2.4%
2010 31.5% 7.4% 1.9% 13.1% 6.3%
2009 33.3% -1.0% 10.2% 19.5% 2.3%
2008 -20.1% -8.5% -6.4% -8.4% 1.9%
2007 39.8% 3.7% 11.1% 11.9% 8.5%
2006 15.5% 7.1% -7.8% 5.7% 10.7%
2005 32.5% 2.5% 10.5% 8.9% 7.6%
2004 8.1% 6.2% -8.2% 4.8% 5.8%
2003 30.4% -6.8% 12.8% 17.0% 6.0%
2002 -23.2% 9.4% -11.6% -17.8% -3.3%
2001 1.9% 0.3% 5.7% -26.7% 31.0%
2000 -29.0% 7.0% -10.0% -12.5% -15.6%
1999 85.2% 3.3% 45.5% -14.2% 43.6%
1998 -15.2% 0.1% -27.0% -3.8% 20.7%
1997 -28.3% 5.4% 5.6% -10.2% -28.3%
1996 6.0% 8.1% 1.4% -2.1% -1.2%
1995 0.2% -9.6% 12.1% -0.5% -0.6%
1994 -29.3% -17.7% -8.0% 8.3% -13.9%
1993 97.4% 10.5% 10.8% 14.7% 40.5%
1992 51.0% 18.6% 5.8% -0.2% 20.6%
1991 46.8% 33.0% 10.2% -8.1% 9.0%
1990 -26.5% 9.4% -0.3% -29.4% -4.5%
1989 44.2% 20.3% 2.0% 16.8% 0.6%
1988 -4.4% -4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Hong Kong
  3. Ireland
  4. Macau
  5. Singapore
  6. Switzerland
  7. 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 investment1.5

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