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You are here: Manager factsheet

Joanne Warner

First State Investments UK Ltd, First State Investments
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. However, over a fairly lengthy track record, the manager has underperformed the peer group more often than not. Stockpicking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Dr Joanne Warner joined First State Investments as a portfolio manager in August 1997 and became Head of Global Resources in June 2010. Joanne has been primary Portfolio Manager for the First State Global Resources Fund since 2006 as well as all publicly offered Global Resources long funds in Australia, Singapore and Hong Kong.Joanne has more than 13 years’ experience as a specialist Global Resources portfolio manager and analyst. She moved into the financial sector with the London based global mining specialist broker, T Hoare & Co, where she spent two years as an analyst before moving to Equitilink as a Fund Manager in the resources sector.Joanne holds a Bachelor of Applied Science (Applied Chemistry) from the University of Technology, Sydney, where she won the University Medal. She was awarded a Commonwealth Scholarship to study at the University of Oxford where she was awarded a PhD in Solid State Chemistry. In November 2007, she won the Outstanding Achievement Award for Mining Funds Management at the annual Mines and Money Conference, sponsored by the Mining Journal in London.
Total return for Joanne Warner
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Joanne Warner

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Joanne Warner 0.9 -14.1 -2.2 -14.4 31.4 28.7 -27.7 46.3 - -
Peer Group Composite 2.6 4.0 6.0 -6.0 11.2 10.3 -14.0 17.0 - -
Over / Under -1.7 -18.1 -8.2 -8.4 20.2 18.4 -13.7 29.3 - -
Performance vs peer group composite: Joanne Warner
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
First State Global Resources Lead manager UT Global since Dec 01 2006 to present
First State Global Resources Lead manager FO Commodity & Energy since Feb 12 2007 to present
Funds managed previously
Fund Periods
No previously managed funds