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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

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.

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Citywire Rating: Not Eligible

Sophia Li does not currently have the required track record to be eligible for a Citywire Rating. See methodology

Performance

Equity - Greater China
over : 30/09/2016 - 30/09/2017
Manager Return
29 Simon Chan 15.3%
30 Yu Zhang 14.8%
31 Sophia Li 14.2%
31 Martin Lau 14.2%
33 Ashish Goyal 14.0%
33 Kannan Venkataramani 14.0%
33 Colin Liang 14.0%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.4% 0.3% 3.6%
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.