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St James's Place Asia Pacific L Acc

Ranked 161 out of 202 in - Asia Pacific Including Japan over 1 months
All calculations are in USD unless stated

Managed by

Martin Lau

Having graduated from Cambridge University with a Bachelor of Arts degree and a Masters in Engineering, Martin Lau has progressed from a somewhat industrious education to Investment Fund Management and now has over 10 years experience in the industry. Born in Hong Kong in 1972, Lau started his investment career in 1995 at BZW in London as part of their risk management team. He subsequently spent six years with Invesco as a fund manager responsible for the greater China funds, Smaller Companies fund and regional portfolios. Lau currently manages a range of China and Asia funds for First State. He describes his investment style for many of the funds he runs as bottom up stock selection with strong macro overlay. He also focuses heavily on quality, growth and price. A keen badminton player, Lau also enjoys playing tennis, walking and going to the cinema.

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

Aims to provide capital appreciation over the medium to long term through investment across the Far East region, including Japan.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Asia Pacific Including Japan over : 30/09/2016 - 31/10/2016
  • Rank 161/202 Total Return
  • Rank 1/202 Standard Deviation
  • Rank 161/202 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -0.3% 2.6% 8.5%
2015 -9.6% 5.6% -2.3% -16.4% 4.7%
2014 1.9% 0.8% 4.8% -0.6% -3.0%
2013 -1.0% 2.2% -5.4% 2.6% -0.3%
2012 21.5% 13.8% -4.1% 5.1% 6.0%
2011 -12.8% -3.3% 2.7% -13.4% 1.5%
2010 25.3% 4.3% -4.6% 15.1% 9.4%
2009 54.6% -6.0% 32.9% 17.7% 5.1%
2008 -43.0% -9.9% -2.3% -20.8% -18.3%
2007 17.4% 0.7% 8.9% 6.5% 0.5%
2006 22.0% 7.4% -2.9% 6.3% 10.1%
2005 23.1% 0.9% 1.6% 13.5% 5.8%
2004 19.6% 7.6% -4.4% 4.3% 11.5%
2003 47.7% -5.7% 17.4% 14.1% 16.9%
2002 1.6% 11.5% 0.1% -10.0% 1.2%
2001 -12.5% -6.5% 3.9% -20.2% 12.9%
2000 -29.8% -0.1% -7.6% -11.9% -13.7%
1999 83.5% 5.9% 23.8% 12.2% 24.8%
1998 -1.3% 8.2% -20.9% -8.3% 25.7%
1997 -35.7% -4.2% 8.2% -16.2% -26.0%
1996 9.9% 6.2% 0.7% -1.2% 4.0%
1995 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. United Kingdom

Fund Info

  • Launch date02/01/1992
  • Share Class size527Mn
  • Base currencyGBP
  • ISIN GB0007667669

Purchase Info

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

Charges

  • Annual management1.50%
  • 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).