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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.

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Citywire Rating: AA rated

2018

  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated AA in May 2018

Performance

Equity - Greater China
over : 30/04/2017 - 30/04/2018
Manager Return
20 Yu Zhang 15.0%
21 Gwendolen Tsui 14.8%
22 Martin Lau 14.6%
22 Sophia Li 14.6%
24 David Raper 14.3%
24 Jasmine Kang 14.3%
24 Baijing Yu 14.3%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.1%
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.