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This is a financial promotion for First State Diversified Growth Fund for professional clients only in the EEA and elsewhere where lawful. Investing involves certain risks including:

The value of investments and any income from them may go down as well as up and are not guaranteed. Investors may get back significantly less than the original amount invested.

  • Currency risk: changes in exchange rates will affect the value of assets which are denominated in other currencies.
  • Emerging market risk: emerging markets may not provide the same level of investor protection as a developed market; they may involve a higher risk than investing in developed markets.
  • Derivative risk: the use of derivatives may result in large price fluctuations and gains or losses that are greater than an investment in the underlying asset.
  • Credit risk: the issuers of bonds or similar investments may not pay income or repay capital when due.
  • Interest rate risk: interest rates affect the value of investments; if rates go up, the value of investments fall and vice versa.

Reference to specific securities or companies (if any) are included to explain the investment strategy and should not be construed as investment advice, or a recommendation to invest in any of those companies.

For a full description of the terms of investment and the risks please see the prospectus and Key Investor Information Document.

If you are in any doubt as to the suitability of our funds for your investment needs, please seek investment advice.

Meet the team

The Multi-Asset Solutions team provides a range of services to clients around the world in the fields of portfolio management, asset allocation, asset/liability management, portfolio construction and risk management. We are a highly experienced and cohesive team of eight investors located in Singapore, Sydney and London.

Epco van der Lende, PhD - Head of Multi-Asset Solutions

Epco has 24 years of investment experience in strategic investment advice, quantitative risk management, asset and liability management as well as day to day portfolio management of diversified alternatives portfolios. Previous roles include, Founding Partner and Director of Worldview Investment Consulting, Managing Director and member of the Global Portfolio Solutions Team at Morgan Stanley Investment Management and the Head of Actuarial Research at a large Dutch pension funds management company.

Andrew Harman - Senior Portfolio Manager

Andrew joined First State Investments in January 2008. Andrew has 10 years of investment experience and his responsibilities include portfolio construction, research, analysis and implementation of multi-asset solutions. Andrew holds a Bachelor of Business (Banking and Finance) from Queensland University of Technology and a Graduate Certificate in Mathematics from the University of Technology, Sydney. He has also been awarded the Chartered Financial Analyst (CFA) designation.

Simon Hinrichsen - Assistant Portfolio Manager

Simon joined First State Investments in September 2014 as an Investment Analyst. Simon has previously worked as a Summer Analyst at FSI on the Emerging Markets Debt desk; he has had internships at Citigroup and Danske Bank; and has been writing for the Financial Times. Simon has an MSc in Economic History from London School of Economics, and a BSc in International Business and Politics from Copenhagen Business School.

Jan Baars, PhD - Senior Portfolio Manager

Jan joined First State Investments in May 2011. Jan has 22 years of investment experience in strategic investment advice, quantitative risk management, asset and liability management as well as day to day portfolio management of diversified alternatives portfolios. Previous roles include, Founding Partner of Worldview Investment Consulting, Executive Director and member of the Global Portfolio Solutions Team at Morgan Stanley Investment Management and actuary at Zurich Insurance. Prior to his career in investments, Jan was a Professor of Mathematics at both the University of Amsterdam and York University, Toronto. Jan holds a PhD in Mathematics from the University of Amsterdam and is an actuary and member of the Dutch Actuarial Society.

Kej Somaia - Senior Portfolio Manager

Kej first joined First State Investments in May 2006. Kej has 12 years of investment experience and is responsible for the development and management of multi-asset portfolio construction as well as tailored investment solutions. Previous roles in Colonial First State Global Asset Management include working within the Multi-Sector Funds team as a Portfolio Manager where he was responsible for the management of the asset allocation and inter-funding processes and prior to this, as an analyst within the Investment Compliance team. Prior to Colonial First State Global Asset Management, Kej worked as a Performance Analyst for both Commonwealth Bank and JPMorgan. Kej holds a Bachelor of Business (Banking & Finance) from Queensland University of Technology and also a Graduate Diploma in Applied Finance from FINSIA.

Kelley Foo - Portfolio Manager

Kelley joined First State Investments in July 2016. Kelley has 12 years of investment experience and is responsible for portfolio construction, research, analysis and implementation of Multi-Asset Solutions. Prior to joining FSI, Kelley was Portfolio Manager at Nuvest Capital where she was responsible for managing the global equities and commodities portfolios for a Multi-Asset Real Return Fund. Kelley is a CFA, CAIA and CMT charter holder. In addition, she holds a Master of Science in Finance from the Illinois Institute of Technology, Stuart School of Business.

Marcus Liew - Assistant Portfolio Manager

Marcus joined First State Investments in December 2013. In his role, Marcus is responsible for portfolio construction, research, analysis and monitoring of multi-asset solutions. Prior to joining FSI, Marcus worked for JPMorgan as a Derivatives & FX Summer Analyst, Barclays Capital as a Commodities Summer Analyst and ExxonMobil as a Lubricants Sales Intern. Marcus also served as an Artillery Officer in the Singapore Armed Forces during national service. Marcus holds a First Class Honours degree in Aerospace Engineering from Nanyang Technological University.

Janna Lau - Investment Analyst

Janna joined Colonial First State Global Asset Management in April 2013. In her role, Janna is responsible for portfolio construction, research, analysis and monitoring of multi-asset solutions. Janna’s previous role at Colonial First State Global Asset Management, was as a Manager in the Investment Compliance team. Prior to joining Colonial First State Global Asset Management, Janna worked at Colonial First State Investments Limited, where she held positions in Fund Accounting, Investment Exposure Management and internal Client Relationship Management. Janna holds a Bachelor of Commerce (Accounting) from Macquarie University and a Graduate Diploma in Applied Corporate Governance from the Governance Institute of Australia. She is also a Certified Practising Accountant with CPA Australia.