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You are here: Manager factsheet

Vinay Agarwal

FE fundinfo Alpha Manager
FSSA IM (First Sentier Investo, First Sentier Investments IT, FSSA IM (First Sentier Investo, St. Jamess Place UT Group Ltd
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Manager profile
Vinay joined FSSA Investment Managers in 2011. He is a Director and member of the team management board. Vinay is the lead manager of the FSSA Asia Focus strategy, the FSSA Indian Subcontinent strategy and the Scottish Oriental Smaller Companies Trust. He is also responsible for managing a number of Asian and Indian equity portfolios on behalf of key client segregated accounts. Vinay has more than 19 years of investment experience. He graduated in 2002 with a management degree with a major in Finance from the Indian Institute of Management Calcutta and he also holds a Bachelor of Commerce (Hons) degree with a major in Accountancy from Calcutta University. He joined Arisaig Partners in its India office as an analyst in 2003. From June 2005, ran the Arisaig India fund until March 2010 when it was merged with Arisaig’s Asia Fund, which he co-headed from April 2010 to May 2011.
Total return for Vinay Agarwal
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Vinay Agarwal

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
Vinay Agarwal 16.8 2.1 4.7 17.0 6.5 4.9 -4.2 19.3 27.5 3.5
Peer Group Composite 15.8 1.8 -1.8 17.7 10.7 4.9 -4.2 16.6 23.5 -2.4
Over / Under 1.0 0.3 6.5 -0.7 -4.2 0.0 0.0 2.7 4.0 5.9
Performance vs peer group composite: Vinay Agarwal
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
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
FSSA Indian Subcontinent Co-managed FO Equity - India since Feb 01 2013 to present
Scottish Oriental Smaller Companies Trust PLC Lead manager IT Asia Pacific Smaller Companies since Jul 01 2016 to present
FSSA Indian Subcontinent All-Cap Co-managed UT India/Indian Subcontinent since Jun 08 2018 to present
SJP Asia Pacific Co-managed UT Asia Pacific Excluding Japan since Jan 01 2023 to present
Funds managed previously
Fund Periods
FSSA Asia Opportunities since Oct 02 2019 to Mar 31 2022
FSSA Asia All Cap since Oct 01 2019 to fund close
FSSA Asia Pacific All Cap since Oct 01 2019 to Dec 31 2020
FSSA Global Emerging Markets Focus since Feb 01 2019 to Sep 30 2019
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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