EN
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FRMartin Lau, CFA
Martin Lau, CFA
- AAA Rated Fund Manager
- Keyword Tags: Asia China Hong Kong Japan
Academic Background
- Masters in Engineering, Cambridge University.
Professional Background
- Joined First State in 2002. Fund Manager, Invesco.
Showcase Investment Fund
Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.
Showcase Investment Fund
First State Greater China Growth Fund
Investment Strategy
Value investing using fundamental analysis
ISIN
GB0033874321
Showcase Investment Fund
AUM
£ 698,070,000
Class
Class B
Ongoing Charges
1.07%
10 Main Holdings
| Holdings | % of Fund |
| Taiwan Semiconductor ( | 8.60% |
| Tencent | 5.42% |
| China Merchants Bank Co., Ltd. Class H | 4.27% |
| Zhejiang Chint Electrics Co Ltd | 4.12% |
| Techtronic Industries Co Ltd | 3.83% |
| AIA Group Ltd | 3.83% |
| Midea Group Co Ltd Class A | 3.67% |
| ENN Energy Holdings Ltd | 3.43% |
| China Mengniu Dairy Co Ltd | 3.41% |
| Realtek Semiconductor Corp | 3.26% |
Table of Returns
The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.as at: 30 June 2021
Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.
Start Date
01 December 2003
Total Years
17
Total Returns
| Total | Annualised | |
| Since Inception | 1346.55% | 16.41% |
| 10 Year Return | 238.9% | 12.98% |
| 5 Year Return | 125.5% | 17.66% |
Benchmark(s) Returns
| Total | Annualised | |
| Since Inception | 620.10% | 11.88% |
| 10 Year Return | 105.27% | 7.46% |
| 5 Year Return | 110.45% | 16.05% |
Relative Returns
| Total | Annualised | |
| Since Inception | 726.45% | 4.53% |
| 10 Year Return | 133.63% | 5.52% |
| 5 Year Return | 15.05% | 1.61% |
Benchmark(s)
List of Funds
All equity funds managed by the fund manager
| Fund | Region | Market Cap Focus | AUM | Notes |
| First State Greater China Growth Fund | China | £ 698,070,000 | - | |
| First State China Growth | China | £ 3,866,100,000 | - | |
| First State Hong Kong Growth | Hong Kong | $ 156,400,000 | - | |
| First State Asia Focus | Asia | £ 911,300,000 | - | |
| First State Asian Equity Plus | Asia | $ 4,713,100,000 | - | |
| First State Asia Pacific All Cap | Asia | $ 40,700,000 | - | |
| First State Asia All Cap | £ 185,400,000 | - | ||
| First State Japan Focus | Japan | £ 56,200,000 | - |