Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Helene Williamson

Helene Williamson

About Helene Williamson

Helene Williamson has over 17 years of experience in the financial industry. She is head of emerging market debt at First State Investments and has been managing First State Emerging Markets Bond funds since 2011. Helene uses a fundamental investment style. Previously, she worked at F&C Asset Management. Helene studied finance at the Wharton School of Finance in Philadelphia, and outside of work she enjoys skiing.

Invests in own strategies

Runs institutional money

Are you Helene Williamson?

Citywire Rating: + rated

2013

  • SNot rated in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated AA in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014

Performance

Bonds - Emerging Markets Global Hard Currency
over : 30/09/2013 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 7.3% 3.2% 4.6% -0.7%
2013 -4.4% -1.2% -4.9% 1.3% 0.4%
2012 17.7% 4.9% 1.9% 7.3% 2.7%
2011 -0.2% -0.2%

Related News

First State EMD team exploits Venezuelan volatility

The asset management firm continues to home in on the LatAm market despite anti-government protests and FX system overhaul.

First State readies local currency EMD fund

First State is preparing to launch a local currency emerging markets bond fund, Wealth Manager understands.

First State’s A-rated EMD star piles into Eastern European bonds

Helene Williamson, the Citywire A-rated manager of the First State Emerging Markets Bond fund, has increased her risk exposure after avoiding the worst of her asset class’s recent sell-off.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.