Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.
Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.
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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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Issuer:Key facts
ASX announcements
The iNAV reflects the estimated NAV per unit in respect of the Fund’s assets that have live market prices during the trading day. The issuer of the Fund has engaged ICE Data Indices, LLC as iNAV calculation agent to independently calculate the iNAV.
* iNAV calculations as shown (the "data") are provided by ICE Data Indices, LLC or its third party suppliers and are updated during ASX trading hours. iNAV calculations are indicative and for reference purposes only. The Fund is not sponsored, endorsed, sold or marketed by ICE Data Indices, LLC, its affiliates ("ICE Data") and ICE Data or its respective third party suppliers MAKE NO EXPRESS OR IMPLIED WARRANTIES, AND HEREBY EXPRESSLY DISCLAIM ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE iNAV, FUND OR ANY FUND DATA INCLUDED THEREIN. IN NO EVENT SHALL ICE DATA HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, DIRECT, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. You acknowledge that the data is provided for information only and should not be relied upon for any purpose.
Strategy Overview
Key Facts
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* This is an annualised interest rate from the past seven days. For actual performance for our Cash Funds, please view the performance page.
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Strategy Overview
Key Facts
Performance returns are calculated net of management fees and transaction costs and do not reflect brokerage that investors incur when buying and selling units on the ASX. Performance returns for periods greater than one year are annualised. Past performance is not a reliable indicator of future performance.
Purpose built for gearing
Borrowing at low institutional rates to invest, First Sentier Investors aims to compound the long-term growth of markets by actively gearing a selection of high-quality, growing companies across the ASX 100.
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.
Portfolio Manager David Wilson explores our long history of gearing through market conditions – before diving into how the First Sentier Geared Australian Share Fund Complex ETF (ASX: LEVR) works.
* Gearing is high risk and magnifies gains and losses.
Ready to invest?
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 have daily access to capital.
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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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