First Sentier Investors Global Umbrella Fund PLC - FSSA Asian Growth Fund Accum-IV- USD


FSSA Asian Growth Fund invests in listed equities across Asia Pacific ex-Japan seeking capital growth and has achieved consistent outperformance.

The fund has a long history of investing in Asia equities using its distinctive, risk-aware investment approach that prioritizes capital preservation and absolute returns. There is a team discipline to investment style and collective responsibility using a standardized approach to analysis and fundamental research. We also like the stability of the investment team across both analysts and fund managers.

ESG practices are advanced and thoughtfully integrated into the overall long-term investment philosophy—frequent engagement with investee companies over once a month on significant issues. The examples given to explain the investment process and philosophy were informative, particularly the decision process to not decline to invest in a generic Indian drugmaker.

The entire team is responsible for maintaining the investment style's consistency, and the team is exceptionally stable. The team is to be commended for its risk management operations at the security level and its response to market uncertainties. The team demonstrates successful generation alpha from mispriced securities and securities misunderstood by the market and benefits from cyclical factors.

The fund returned more than 301 basis points above the benchmark on a 3Y, 5Y, and 7Y basis.

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

House Awards: Asia Equity
Taiwan – Outstanding Achiever


Inception Date: 06/30/1988
AUM: USD 448213047.71
Manager Name: Richard Jones, 01/01/2014; Alistair Thompson, 05/08/1999
Total Expense Ratio: –
3-Yr Return: 34.06%
3-Yr Max Drawdown: -22.47%

ESG Score: 58.82
GC Score: 57.25
Near-Term Score(<=2°C): 36.35%
Business Involvement:
Alcohol Involvement: 5.96%, …

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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