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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Sophia Li

Sophia Li

Showing manager performance in Luxembourg View performance globally

About Sophia Li

Sophia Li is a portfolio manager at First State Stewart Asia, part of First State Investments. Sophia joined the team in August 2009 and is responsible for providing stock ideas to portfolio managers, primarily in the Northern Asia markets. She is also lead manager of the First State Japan Equity Fund. Sophia holds a Masters degree in Statistics from Harvard University and a Bachelor of Science degree from Fudan University. She is also a CFA charterholder.

Are you Sophia Li?

Citywire Rating: AA rated


  • MRated AA in Mar 2018


Equity - Greater China
over : 28/02/2017 - 28/02/2018
Manager Return
20 Sophia Li 19.9%
20 Martin Lau 19.9%
22 Christina Chung 19.5%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 23.7% 9.4% 0.3% 3.6% 8.9%
2016 5.6% -8.0% 1.1% 12.9% 0.5%
2015 -19.0% 11.6%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.