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First State Worldwide Leaders A Acc GBP

Ranked 122 out of 343 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Jonathan Asante

Jonathan Asante started his career as a teacher at the London School of Economics whilst doing postgraduate research. He then joined NatWest Group where he was an assistant researcher. In 1995 he joined Framlington where he was a global emerging markets fund manager and group economist. After a nine year stint at Framlington he joined First State Investments as a senior analyst and became head of global emerging market equities after several years of co-managing GEM portfolios with Angus Tulloch.


The Fund aims to grow your investment. The Fund mainly invests in shares of large companies around the world. These companies generally have a total stock market value of at least US $3 billion. The Fund may invest in both developed and emerging market countries (countries considered to have social or business activity in the process of rapid growth). The Fund may invest in any industry.


Global Equities over : 28/02/2014 - 28/02/2015

Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 5.6% -0.9% 1.0% -0.9% 6.5%
2013 25.7% 16.7% 1.5% 1.7% 4.3%
2012 6.9% 7.8% -5.6% 3.4% 1.7%
2011 -4.0% 1.2% 0.3% -13.1% 8.9%
2010 11.5% 8.7% -13.2% 6.7% 10.7%
2009 15.7% -10.5% 5.5% 20.3% 1.8%
2008 -19.6% -9.2% -1.2% -12.6% 2.4%
2007 15.2% 2.9% 6.9% 0.3% 4.3%
2006 -3.4% 11.0% -14.5% -3.4% 5.4%
2005 56.6% 5.6% 10.2% 23.2% 9.4%
2004 5.9% -1.0% -6.0% 5.5% 7.8%
2003 39.3% -1.3% 10.7% 18.2% 7.8%
2002 -27.2% 8.1% -12.7% -20.9% -2.6%
2001 -14.5% -15.6% 6.4% -21.1% 20.6%
2000 -7.6% 26.7% -15.6% 7.5% -19.6%
1999 71.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Henkel & Co KGaA AG ORD 12.10
Unilever PLC ORD 11.15
Chubb Corp ORD 8.39
Nestle SA ORD 6.69
Oversea-Chinese Banking Corporation Ltd ORD 6.02
Baxter International Inc ORD 5.35
Waters Corp ORD 5.20
Markel Corp ORD 5.11
Unicharm Corp ORD 3.88
Standard Bank Group Ltd ORD 3.65

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Netherlands
  6. Sweden
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date30/07/1999
  • Share Class size18Mn
  • Base currencyGBP
  • ISIN GB0030978612

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50


  • Annual management1.5%
  • Initial investment4

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