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First State Regional India SGD

Ranked 7 out of 36 in - India over 12 months
All calculations are in USD unless stated

Managed by

Vinay Agarwal

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).

Objective

The investment objective of the First State Regional India Fund is to achieve long term capital appreciation. The investment policy of the Sub-Fund is to invest all or substantially all of its assets in the First State Indian Subcontinent Fund, a sub-fund under the Dublin registered umbrella fund known as First State Global Umbrella Fund plc. The Underlying Sub-Fund will comprise a diversified portfolio of companies of the Indian subcontinent. Countries of the Indian subcontinent include India, Pakistan, Sri Lanka and Bangladesh.

Showing fund performance in Singapore View performance globally

Performance

India over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.5%
2017 39.4% 16.1% 3.6% 5.0% 10.4%
2016 1.3% -3.8% 8.2% 3.5% -6.0%
2015 4.9% 8.6% -2.5% -1.5% 0.5%
2014 45.2% 6.8% 14.1% 14.0% 4.5%
2013 7.1% -1.5% -2.2% -0.3% 11.5%
2012 29.5% 17.6% -9.2% 19.1% 1.9%
2011 -22.4% -3.3% 4.6% -13.4% -11.4%
2010 30.4% 6.0% 1.6% 19.1% 1.6%
2009 96.6% -0.5% 48.6% 21.8% 9.1%
2008 -57.0% -23.3% -17.3% -7.1% -27.0%
2007 60.5% -3.9% 20.3% 12.9% 23.0%
2006 34.9% 22.5% -16.7% 13.6% 16.3%
2005 43.3% -1.4% 10.5% 21.0% 8.8%
2004 31.3% -1.1% -15.0% 16.1% 34.5%
2003 73.8% -9.7% 18.7% 26.8% 27.8%
2002 -0.8% 5.4% -6.8% -7.8% 9.5%
2001 -23.8% -12.2% -7.5% -19.0% 15.7%
2000 -42.9% -0.1% -26.9% -13.5% -9.6%
1999 139.8% 50.7% -5.2% 28.1% 31.0%
1998 -21.3% 2.2% -21.6% 0.3% -2.2%
1997 -4.0% 4.3% 19.4% -6.6% -17.6%
1996 -0.4% 15.2% 13.1% -19.9% -4.6%
1995 -23.9% -9.6% 4.3% -4.7% -15.2%
1994 -5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore

Fund Info

  • Launch date22/08/1994
  • Share Class size104Mn
  • Base currencySGD
  • ISIN SG9999000186

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment5

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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).