Richard Jones

Toolset

Fund Performance

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Manager factsheet

Richard Jones
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).

FOLLOW ON FUNDSWIRE

Annualised total return over 14.9 years

+8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Richard Jones	11.2	-2.9	12.3	24.2	91.8
Peer Group Composite	15.4	-1.2	21.4	23.7	82.0
Over / Under	-4.2	-1.7	-9.1	0.5	9.8

Total return for Richard Jones

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

60-96m

72-108m

84-120m

96-132m

108-144m

Discrete calendar year performance : Richard Jones

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Richard Jones	11.2	1.8	-14.7	13.5	0.9	14.6	-3.5	11.5	34.4	3.6
Peer Group Composite	15.4	3.8	-17.6	13.4	7.4	12.8	-9.6	13.6	35.2	-4.0
Over / Under	-4.2	-2.0	2.9	0.1	-6.5	1.8	6.1	-2.1	-0.8	7.6

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

Outperformed peer group composite

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 7

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

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

Funds managed previously

Fund	Periods

FSSA Asia Focus	since Mar 11 2010 to Oct 01 2019
FSSA Asia Focus	since Feb 01 2016 to Jan 31 2024
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