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You are here: Manager factsheet

Jonathan Asante

First State Investments (SGP), First State Investments, First State Investments UK Ltd, St. Jamess Place UT Group Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Jonathan Asante joined First State Investments’ Global Emerging Markets team as Senior Analyst in November 2004 and in January 2008 was appointed Head of Global Emerging Markets. His primary area of research is the entire emerging markets universe and he acts in the capacity of Co-Manager for a number of our portfolios. Jonathan joined from Framlington where he was Global Emerging Markets Fund Manager and Group Economist. Prior to joining Framlington in 1995, he was employed by NatWest Group where he was an Assistant Researcher, analysing the UK economy and UK credit markets. Previous to this Jonathan taught classes in economics and econometrics at the London School of Economics whilst doing postgraduate research. Jonathan graduated from the London School of Economics with BSc and MSc in Economics. He is an Associate member of the UK Society of Investment Professionals.
Total return for Jonathan Asante
 
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 : Jonathan Asante

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
Jonathan Asante 7.3 8.3 17.0 -2.9 23.6 54.3 -25.2 25.1 12.0 20.6
Peer Group Composite 6.1 7.7 7.5 -13.3 18.0 53.4 -35.2 26.9 12.2 23.5
Over / Under 1.2 0.6 9.5 10.4 5.6 0.9 10.0 -1.8 -0.2 -2.9
Performance vs peer group composite: Jonathan Asante
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
First State Worldwide Leaders Co-managed FO Equity - International since Aug 03 1999 to present
First State Global Emerging Markets Leaders Co-managed FO Equity - Emerging Markets since Oct 06 2005 to present
First State Global Emerging Markets Co-managed UT Specialist since Mar 01 2007 to present
First State Global Emerging Markets Leaders Co-managed UT Specialist since Mar 01 2007 to present
First State Global Emerging Markets Select Co-managed FO Equity - Emerging Markets since Mar 11 2010 to present
SJP Global Emerging Markets Lead manager UT Global Emerging Markets since Apr 06 2010 to present
First State Worldwide Equity Co-managed UT Global since Jun 09 2011 to present
First State Worldwide Equity Co-managed FO Equity - International since Jun 22 2011 to present
SJP Worldwide Opportunities Co-managed UT Global since Oct 07 2013 to present
First State Worldwide Leaders Lead manager UT Global since Jan 27 2014 to present
Funds managed previously
Fund Periods
AXA Framlington Emerging Markets since Jan 01 2000 to Sep 30 2004
First State Latin America since Apr 14 2009 to Oct 31 2013
AXA Framlington Global Opportunities since Jun 01 2001 to Sep 30 2004
First State Global Emerging Markets Sustainability since Apr 08 2009 to Dec 31 2009
AXA Framlington Japan since Jul 28 2004 to Sep 24 2004