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

First State Asia Opportunities A SGD

Ranked 116 out of 134 in - Asia Pacific Excluding Japan over 12 months
All calculations are in USD 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 is investing in a unit trust constituted in Singapore that aims to achieve long term capital appreciation by investing into an underlying 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 equity and equity related securities in the Asia region (excluding Australia, New Zealand and Japan), in a diverse portfolio of larger capitalisation companies listed, traded or dealt in on any of the regulated markets worldwide and may use financial Derivative instruments for the purposes of Hedging.

Showing fund performance in Singapore View performance globally

Performance

Asia Pacific Excluding Japan over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 0.9% 2.0% 2.4% 2.5% -5.8%
2015 -2.7% 5.2% 0.9% -10.6% 2.6%
2014 14.3% -0.6% 10.5% 2.6% 1.4%
2013 3.8% 0.8% -5.3% 5.9% 2.7%
2012 19.9% 10.4% -3.6% 11.4% 1.2%
2011 -8.0% -0.4% 5.0% -14.2% 2.5%
2010 20.0% 1.1% -5.2% 19.0% 5.2%
2009 72.2% 1.0% 30.4% 22.4% 6.9%
2008 -49.7% -13.0% -4.1% -20.9% -23.9%
2007 35.8% 4.9% 20.6% 9.4% -1.9%
2006 14.0% 6.4% -7.8% 5.3% 10.3%
2005 34.2% 1.6% 1.4% 8.7% 19.9%
2004 0.0% 10.3% -11.2% -6.5% 9.2%
2003 27.7% -8.6% 16.7% 17.6% 1.8%
2002 -19.3% 8.6% -11.8% -20.0% 5.4%
2001 -19.6% -8.3% -3.7% -31.9% 33.6%
2000 -54.0% -3.4% -18.7% -20.1% -26.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore

Fund Info

  • Launch date26/11/1999
  • Share Class size25Mn
  • Base currencySGD
  • ISIN SG9999000152

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.75%
  • Initial investment5

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