Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

St James's Place Worldwide Opportunities

Ranked 289 out of 607 in - Global over 12 months
All calculations are in GBP unless stated

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.

Chad Clark

George Loening

Richard Rooney


The investment objective is to provide capital appreciation through investment in a portfolio of quoted securities on a worldwide basis. The fund will be invested primarily in global equities but may also invest in cash-based investments.

Showing fund performance in United Kingdom View performance globally


Global over : 31/12/2015 - 31/12/2016

Total Return

Quarterly Performance

to 30/12/2016 Annual Q1 Q2 Q3 Q4
2016 23.2% 4.6% 6.2% 7.7% 3.1%
2015 4.2% 7.4% -6.0% -4.6% 8.2%
2014 9.5% -0.1% 1.0% 0.3% 8.2%
2013 25.8% 17.4% 1.9% 0.5% 4.7%
2012 13.1% 9.6% -3.5% 5.1% 1.8%
2011 -10.2% 2.2% -0.5% -16.1% 5.4%
2010 23.1% 12.6% -8.4% 6.6% 12.0%
2009 25.8% -10.9% 12.6% 25.8% -0.3%
2008 -27.0% -4.5% -11.1% -6.9% -7.6%
2007 -0.9% -4.6% -5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/01/2007
  • Share Class size1,054Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment50


  • Annual management1.84%
  • Initial investment5

Related News

SJP drops Hugh Young for Martin Lau in major overhaul

The firm has also replaced Jonathan Asante on two key mandates in a major overhaul of its fund range.

Asante to remain on SJP funds 'beyond 2016'

St James's Place has confirmed its relationship with Jonathan Asante will remain in place for some time following news he was standing down from his giant First State funds.

SJP soft-closes Asante and Wood funds

St James’s Place has shut its portfolios run by First State’s Jonathan Asante and JO Hambro’s John Wood to new money.

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