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The first quarter market and Fund review from the First State Investments Diversified Growth team
In our last semi-annual review published in November 2019, we discussed the impacts on global markets caused by escalating geopolitical tensions. Since then, the US and China have agreed upon a Phase One trade deal and the UK general election placed Boris Johnson in power, allowing the UK to offi...
The First State Diversified Growth Fund (‘the Fund’ or ‘DGF’) aims to protect against UK inflation and provide capital growth by achieving a positive return (gross of fees and charges) of 4% in excess of UK Retail Price Index (RPI) over rolling five-year periods.
We have recently updated economic climate assumptions for individual countries and, in turn, amended the Neutral Asset Allocation (NAA) for the First State Investments Diversified Growth Fund. It’s a process that we complete twice a year. This note summarises the key drivers of investment markets...
Familiar challenges will remain in 2020: uneven economic growth, trade disputes and geopolitical tensions. Investors must weigh these risks against the benefits of increasingly loose monetary policy, strong consumer activity, and the potential for a cease-fire in trade disputes during the US elec...
Leading global investment manager, First State Investments, today announced four global leadership appointments.
Within our investment process we have two building blocks. The first, which we call Neutral Asset Allocation (NAA), sets longer-term asset allocations. The second part, which we call Dynamic Asset Allocation (DAA), allows us to exploit shorter-term opportunities, diversify portfolio risk, and pro...
The First State Diversified Growth Fund (‘the Fund’ or ‘DGF’) aims to protect against UK inflation and provide capital growth by achieving a positive return (gross of fees and charges) of 4% in excess of UK Retail Price Index (RPI) over rolling five-year periods.
This is the third investor letter for the FSSA Global Emerging Markets Focus Strategy since its launch in November 2017. In this letter, we will discuss our investment approach, process, strategy, positioning, and other matters we think are relevant to investors. As always, should you have any qu...
First State Investments (‘First State’) announces that its Irish management company (FSI Ireland) is now operational with the appointment of four new additional roles, on the back of regulatory approval received from the Central Bank of Ireland (‘CBI’) in February 2019.
Leading global investment manager, First State Investments, has announced the launch of their third European Diversified Infrastructure Fund (EDIF III).
We have recently updated economic climate assumptions for individual countries and, in turn, amended the Neutral Asset Allocation (NAA) for the Diversified Growth Fund. It’s a process that we complete twice a year.
Leading global investment manager, First State Investments today announced the completion of its sale from Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation, a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG), for US$2.7 billion.
The First State Diversified Growth Fund (‘the Fund’ or ‘DGF’) aims to protect against UK inflation and provide capital growth by achieving a positive return (gross of fees and charges) of 4% in excess of UK Retail Price Index (RPI) over rolling five-year periods.
We have recently reviewed the Neutral Asset Allocation (NAA) for the First State Investments Diversified Growth Fund; an exercise that’s undertaken twice a year. This note summarises the key drivers of investment markets over the last six months and outlines the changes made to NAA following the ...
The First State Diversified Growth Fund (DGF) returned 5.6% during the quarter, as financial markets found renewed optimism towards growth assets. The equity rally can largely be attributed to the dovish nature of the US Federal Reserve, in conjunction with other central banks.
The Fund aims to protect against UK inflation and provide capital growth by achieving a positive return (gross of fees and charges) of 4% in excess of UK RPI over rolling five-year periods.
First State Investments (‘First State’) announces the launch of the First State China A Shares Fund, a sub-fund of its Dublin-domiciled UCITS Fund. The Fund is designed to meet the growing demand from investors for exposure to companies in mainland China, through securities listed on the Chinese ...
There has always been strong demand for investments that are able to generate reasonably high, sustainable returns and which exhibit low levels of volatility. Investment utopia, right?
In the first half of 2018, so far, we have seen volatility return to markets, a breach of the much anticipated 3% handle for 10 year US Treasuries, and an agreed summit between North and South Korea. As we continue to tread later into this cycle, investors seeking a consistent long-term real retu...
Here at First State, we have applied our core strengths of active and responsible management by investing with purpose through a truly flexible and dynamic approach – a smart evolution from traditional balanced funds.
The First State Diversified Growth Fund (DGF) returned -0.67% (net of fees and tax for the B GBP Accumulation share class) in the first quarter of 2018.
The First State Diversified Growth Fund (DGF) decreased by 0.6% (net of fees and tax for the B GBP Accumulation share class).
2017 has been a very good year for equity and credit markets.
The most common definition of risk is the magnitude of short term fluctuations in financial markets.
The latest quarterly update for the First State Investments Diversified Growth F