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formerly Realindex Investments

Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.

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At Stewart Investors, we believe in putting people first. Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.

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First Sentier Geared Australian Share Fund

First Sentier Geared Australian Share Fund

Low-cost access to one of Australia's largest and longest-running geared share managers (APIR: PIM7590AU)

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Prices & performance

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Prices & performance
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Strategy Overview

Key Facts

Entry Price:

Exit Price:

Price Date:
Issuer:
* The unit price for the Fund will be delayed temporarily due to an operational transition in progress, the release of daily unit prices will be delayed.
*
* This is an annualised interest rate from the past seven days. For actual performance for our Cash Funds, please view the performance page.

Issuer:

Performance returns are calculated gross of management fees and net of transaction costs. Performance returns for periods greater than one year are annualised. Past performance is not a reliable indicator of future performance.

Purpose built for gearing

Selecting quality stocks based on their suitability for leverage, we favour essential characteristics like strong balance sheets, ability to grow cash flows through varying market environments and liquidity. The actively managed portfolio is steered by a team skilled at gearing through rapidly rising and falling markets.

Borrowing at low institutional rates to invest, First Sentier Investors aims to compound the long-term growth of rising markets by actively gearing a selection of high-quality growing companies across the ASX 100.

Portfolio Manager David Wilson explores how the fund works.

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Fund information

The product is likely to be appropriate for investors who: are seeking capital growth, will use it as a core component within their portfolio, have a minimum 7-year investment timeframe, have a high to very high risk/return profile, and want daily access to capital.

Fund facts
Holdings and performance
Distributions
APIR PIM7590AU
Management cost 0.95%
Asset class Australian Equities - Geared
Gearing obligations No margin calls for investors

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Find out which fund platforms our funds are available through 

Fund platforms

Low-cost access to one of Australia's largest and longest-running geared share managers

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Borrows at a low institutional rate

The fund benefits from low borrowing costs and a prime broking relationship with one of the world’s largest financial services companies.

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Active ASX 100 focus

A selection of 30-40 high quality growth companies with a demonstrated ability to reinvest earnings to compound growth.

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50-60% leverage with no margin calls

Access moderate gearing levels, without maintaining margin accounts.

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Up to 2x franking of an unleveraged portfolio

With franking magnified by gearing, the fund has a bias for companies with stable free cash flow on the ASX 100.

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Gearing since 1997

One of Australia’s largest and longest-running geared share managers, with experience across falling markets including the dot com crash, GFC and Covid drawdown.

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Very high-risk strategy

As the strategy borrows to invest, there is potential for significant losses in falling markets.

About fund

What are the risks?

Although all investments carry risk, the level of risk is dependent on the type of investment strategy and the underlying investments. Generally, the higher the potential return of an investment, the greater the risk.

The risks of investing in the Australian Equities Growth strategies include:

Company risk

Investment in equities is exposed to risks due to changes in that company or its business environment.

Equities risk

Equity securities are subject to changes in value, and their values may be more volatile than those of other asset classes.

Gearing risk

Some of the Australian Equities Growth strategies utilise gearing, which involves borrowing additional capital from a lender(s) to increase the amount the fund can invest. Whilst this can result in larger investment gains in a rising market, it is also likely to magnify losses in a falling market.

As with any investment, there are no guarantees on the value of the investment or the income generated from it. Investors may get back less than the original amount invested. For a full description of the terms of investment and the risks, please see the Product Disclosure Statement for each fund.

Why First Sentier Investors?

Part of one of Australia’s largest investment firms, our Australian Equities Growth team uncovers world-class growing companies that can consistently generate quality earnings growth across the ASX 300.

More on the team
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A team investing since 1993

We believe our environment allows active management to outperform; all wholesale funds managed by the team outperformed their benchmarks over the period from inception to 30 September 2024*.

* Net of fees. Past performance is not indicative of future performance.

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Resourced to explore and scrutinise

One of the largest, most experienced teams in Australia that actively covers the ASX 300 in depth, conducting 700+ meetings with listed companies and their unlisted competitors each year.

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A differentiated view of companies

Uniquely blending a quality and growth lens, the team favours growing companies that can generate consistent returns and reinvest above their cost of capital to grow their business.

The 'Curious?' podcast

ASX reporting season: temper your enthusiasm (but only slightly)

Interest rates, business confidence, valuations and the staying power of the consumer dominated conversations as corporate Australia tempered its growth promises heading into 2025. David Wilson and Christian Guerra join us from the First Sentier Investors Australian Equities Growth team to explore the encouraging indicators they believe show resilience in the underlying economy. They share perspectives on companies they believe have the potential to deliver quality earnings growth in a challenging market environment.

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Read our latest insights

New winners to watch as the next decade unfolds

From report writing and gathering information to the more technical side of pattern recognition and ...

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The value of thinking about Australia’s growth in decades – ...

Watching the share market evolve over the course of decades, David Wilson, Deputy Head of Australian...

11 October 2024
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Three reasons the ASX is a great hunting ground for ...

From local champions to companies with promising international operations, Australian Equities Growt...

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View all our latest insights

Australian Equities Growth

Our distinct blend of growth and quality has delivered outperformance through market cycles
Dedicated to uncovering Australian companies that are growing revenue and earnings strongly over time, we know what drives superior returns over the long term – rigorous stock research and understanding industry dynamics.

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First Sentier Investors became a Certified B Corporation in November 2022 with a score = 107.2, noting that the passing score is 80. Please visit the B Corp Directory to view our report and for additional information regarding the assessment process.

Material on this website is intended to provide general information only. This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), and includes the Financial Services Guide for FSI AIM.

This material does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider the information on this website and the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the relevant fund, issued by either Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468) (CFSIL) or The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) (Perpetual) and assess whether the fund is appropriate given your objectives, financial situations or needs.

Any opinions expressed in videos are the opinions of the individual participant and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information required to make such a decision in relation to such financial product; and (iii) may substantially differ from other individuals within First Sentier Investors.

Copyright © First Sentier Investors (Australia) Services Pty Ltd 2024 (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG).

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