First Sentier Investors Global Umbrella Fund PLC - FSSA Hong Kong Growth Fund Acuum I USD


The FSSA Hong Kong Growth Fund invests primarily in Hong Kong-listed companies and is recognized for its thorough investment approach and consistent benchmark outperformance.

The Fund continues its well-tested investment philosophy and process of bottom-up stock selection of quality companies that can generate long term outperformance. With a focus on absolute returns, portfolio construction is guided by capital preservation and not just growth considerations.

The Fund holds between 30-44 companies with relatively low portfolio turnover and gave a clear case explanation of its decision process and evaluation through divestments. That said, we felt there was room for more clarity on the portfolio selection process rather than apparent reliance on the “"black-box"" skills of key investment staff.

The Manager is known for its high quality and integrated ESG approach to investment and stewardship, together with clear disclosure.

This Fund has been reviewed by three industry veterans of the Benchmark judging committee.

House Awards: Hong Kong Equity
Hong Kong – Outstanding Achiever


ISIN: IE0008369823
Inception Date: 07/30/1999
AUM: USD 178730538.17
Manager Name: Martin Lau, 01/04/2002; Richard Jones, 01/01/2010
Total Expense Ratio: –
3-Yr Return: 26.95%
3-Yr Max Drawdown: -17.29%

ESG Score: 57.28
GC Score: 58.18
Near-Term Score(<=2°C): 31.94%
Business Involvement:
Alcohol Involvement: 6.96%, …

Investment Style Consistency: 1.00
Environmental Consequence: 5.00
Stewardship – Engagement: 4.44

Contact Details:

Company Website:

Name: Christy Goh

Title: Director, Intermediary Business, South East Asia

Contact Number: +65 6580 1353

Email Address:

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