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Skandia First State Greater China Growth

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The Fund aims to grow your investment. The Fund invests in shares of companies that are based in or have significant operations in China, Hong Kong or Taiwan.

Fund Manager ( Underlying )

Martin Lau




Primary Asset Class

Fund Size

GBX 2.17m as at 29-Aug-2014

Unit Name

Skandia First State Greater China Growth





Initial Charge


Unit Currency




Annual Charge



GBX 150.80


GBX 158.70

Change (Offer)

-1.00 (-0.66%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 6.45 7.58 11.21 8.66 35.17 63.05
Sector 9.10 5.55 11.68 7.21 23.63 45.62
Benchmark 11.49 10.96 19.44 10.98 34.55 46.36

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 9.61 15.03 -10.66 20.57 45.63
Sector 0.39 14.30 -13.21 21.59 43.15
Benchmark 5.26 17.26 -17.75 17.17 48.79

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
Taiwanese Equities 32.60
Hong Kong Equities 24.90
Chinese Equities 20.50
International Equities 15.40
US Equities 4.60
Money Market 1.10
Singapore Equities 0.90

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
Taiwan 32.60
Hong Kong 24.90
China 20.50
Red Chips & P Chip 15.40
USA 4.60
Cash 1.10
Singapore 0.90

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Information Technology 28.30
Financials 20.60
Consumer Staples 10.50
Utilities 8.60
Consumer Discretionary 7.50
Energy 7.20
Health Care 5.90
Industrials 3.70
Multiple sectors 2.90
Materials 2.20
Telecom Services 1.50
Cash 1.10

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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WessexWanderer Dec 20th, 2013 at 03:50 PM

The performance on this highly rated fund this year has been poor. The fund price is back where it started in Dec 12.

Moreover the overall risk profile has increased significantly from 81 to 104 in less than a year.

Alistair Thompson and Angus Tulloch have increased exposure to the risky and volatile Indian market from 10.8% in Dec 12 to 17.90 today. The fund has suffered from this change along with other problems in the Asia Pacific market.

I believe it will recover but I will not be increasing my holdings given the increased Indian exposure which needs to be better highlighted by First State.

Robert Towers Dec 30th, 2012 at 04:09 PM

I couldn't agree more!
I have held this fund for many years and still do.
You won't be disappointed.
Robert T.

jon snow May 03rd, 2012 at 06:43 PM

is This a good fund to invest in.
jon snow

Theo Mar 30th, 2011 at 11:32 PM

I think in the comparative tables overleaf, funds with alpha managers should have some distinguishing mark. It will make our selection of funds much simpler.


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