Martin Lau, CFA

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Martin Lau, CFA

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.
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Showcase Investment Fund

First State Greater China Growth Fund

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Investment Strategy

Value investing using fundamental analysis

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ISIN

GB0033874321

Showcase Investment Fund

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AUM

£ 698,070,000

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Class

Class B

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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.

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Start Date

01 December 2003

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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)

MSCI China, Net USD

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 -