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You are here: Manager factsheet

Sophia Li
FSSA IM (First Sentier Investo, FSSA IM (First Sentier Investo
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Manager profile
Sophia Li is a Portfolio Manager at FSSA Investment Managers, part of First Sentier Investors. She joined FSSA Investment Managers as a graduate in 2009 and has developed extensive coverage of the companies in North Asia. Sophia manages the team’s Japan equity strategies and is the lead manager of the FSSA Japan Equity strategy and the FSSA Japan Focus strategy. Sophia holds a Master’s degree in Statistics from Harvard University and a Bachelor of Science degree from Fudan University. She is also a CFA charterholder.
Total return for Sophia Li
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 : Sophia Li

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
Sophia Li -5.3 -6.4 -10.4 44.9 6.7 -2.4 22.7 30.0 -2.8 25.8
Peer Group Composite 8.8 -0.9 -4.9 31.6 -4.5 -1.9 12.7 35.9 -9.3 23.6
Over / Under -14.1 -5.5 -5.5 13.3 11.2 -0.5 10.0 -5.9 6.5 2.2
Performance vs peer group composite: Sophia Li
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 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
2 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
FSSA Japan Equity Co-managed FO Equity - Japan since Feb 02 2015 to present
FSSA Japan Focus Co-managed UT Japan since Oct 26 2015 to present
FSSA Asia Pacific All Cap Lead manager FO Equity - Asia Pacific ex Japan since Jan 01 2021 to present
Funds managed previously
Fund Periods
FSSA Greater China Growth since Aug 01 2012 to Jun 30 2019
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Sector 5 key themes for Japanese income investors in 2024 By Richard Aston  06-Feb-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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