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You are here: Manager factsheet

Richard Jones
FSSA IM (First Sentier Investo, FSSA IM (First Sentier Investo
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Manager profile
Richard Jones is a Director of First State Stewart Asia, part of First State Investments. Richard has more than 29 years of investment experience in Asia, focused on both company research and portfolio management. He joined the First State Stewart Asia team in January 2010 and is based in Hong Kong. Richard is the lead manager of the First State Asia Opportunities 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).
Total return for Richard Jones
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Richard Jones

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
Richard Jones -9.2 2.3 -4.0 35.3 -11.6 6.3 8.8 29.9 -4.4 30.7
Peer Group Composite -1.0 -2.9 -4.3 45.4 -14.3 2.2 6.6 32.9 -7.8 21.2
Over / Under -8.2 5.2 0.3 -10.1 2.7 4.1 2.2 -3.0 3.4 9.5
Performance vs peer group composite: Richard Jones
How a manager matches up against their peers gives you some idea of how talented they are. 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
3 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
FSSA Hong Kong Growth Co-managed FO Equity - Asia Pacific Single Country since Jan 01 2010 to present
FSSA Asian Equity Plus Co-managed FO Equity - Asia Pacific ex Japan since Jan 01 2012 to present
FSSA Asia Opportunities Co-managed FO Equity - Asia Pacific ex Japan since Jan 01 2013 to present
FSSA Asian Growth Co-managed FO Equity - Asia Pacific ex Japan since Jan 01 2014 to present
FSSA ASEAN All Cap Co-managed FO Equity - Asia Pacific ex Japan since Jan 01 2016 to present
FSSA Asia Focus Co-managed UT Asia Pacific Excluding Japan since Feb 01 2016 to present
Funds managed previously
Fund Periods
FSSA Asia Focus since Mar 11 2010 to Oct 01 2019
FSSA Asia Focus since Aug 01 2012 to Oct 02 2019
FSSA Asia Pacific All Cap since Oct 25 2013 to Sep 30 2019
FSSA Asia All Cap since Jan 01 2016 to Sep 30 2019
FSSA Indian Subcontinent since Oct 01 2014 to Jan 31 2018
Stewart Investors Asia Pacific Leaders Sustainability since Apr 30 2014 to Aug 30 2015
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Sector It's still possible to lose your shirt entirely in emerging markets, says Asia manager By Matteo Anelli  30-Jan-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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