Scammer alert: First Sentier Group representatives do not directly contact prospective individual investors on investment opportunities. Find out more about combating investment scams
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.
Discover moreInvestment strategies
Insights
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.
Discover moreInvestment strategies
Insights
- Performance and documents
- Fund ratings and platform availability
Fund ratings and platform availability
As at 30 June 2025.
RIAA’s Certification Symbol signifies that: A product or service has implemented an investment style and process that systematically takes into account environmental, social, governance or ethical considerations, and this investment process reliability has been verified by an external party. The product or service meets the operational and disclosure practices of Certification Program requirements.
To find out more about RIAA’s Responsible Investment Certification Program, please visit their website: responsibleinvestment.org/ri-certification/
Important information about the Responsible Investment Certification Program
The Responsible Investment Certification Program is not designed for the purpose of providing personal financial product or investment advice. The Certification Program is designed to provide information solely on the responsible and ethical investment strategies that apply to each of the Certified investment products for information only. The information provided by the Certification Program is not a recommendation to invest in any investment products. It does not take into account your particular investment objectives, financial situation or investment needs all of which should be considered prior to making an investment decision. You should seek professional financial advice before making any investment decision.
Lonsec
The ratings published on Oct-24 for FSF0002AU, Oct-24 for FSF0016AU, Oct-24 for PIM0760AU, Oct-24 for PIM1925AU, Oct-24 for PIM7590AU, Oct-24 for FSF0003AU, Oct-24 for FSF8777AU, Oct-24 for CMI0111AU, Oct-24 for PIM2344AU, Apr-25 for FSF1773AU, Apr-25 for FSF8443AU, Sep-24 for FSF1241AU, Sep-24 for PIM8891AU, Sep-24 for FSF0454AU, Sep-24 for PIM2485AU, Sep-24 for PIM7001AU, May-24 for FSF0004AU, Oct-24 for FSF0976AU, Oct-24 for FSF0978AU, May-25 for FSF0974AU, Mar-25 for FSF0975AU, Mar-25 for FSF1101AU, Oct-24 for PIM3425AU, Oct-24 for FSF0075AU, Apr-25 for FSF1675AU, Apr-25 for FSF0047AU, Apr-25 for PIM6160AU, Oct-24 for First Sentier Investors Concentrated Share Portfolio and Oct-24 for First Sentier Investors Ex-20 Australian Share Portfolio are issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). Ratings are general advice only and have been prepared without taking account of investors’ objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The ratings are not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2025 Lonsec. All rights reserved.
Zenith
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating First Sentier Strategic Cash Fund (CFSIL) (FSF0075AU) assigned Jun-25, First Sentier Cash Fund - Class A (PCT) (PIM3425AU) assigned Jun-25, First Sentier Imputation Fund (CFSIL) (FSF0003AU) assigned Jun-25, First Sentier Concentrated Australian Share Fund (PCT) (PIM0760AU) assigned Jun-25, First Sentier Ex-20 Australian Share Fund (PCT) (PIM1925AU) assigned Feb-25, First Sentier Geared Australian Share Fund (Managed Fund) (PIM7590AU) assigned Jun-25, First Sentier Geared Australian Share Fund Complex ETF (PCT) (ASX:LEVR) (PIM7590AU) assigned Jun-25, First Sentier Australian Small Companies Fund (CFSIL) (CMI0111AU) assigned Feb-25, First Sentier Australian Small Companies Long Short Opportunities Fund (PCT) (PIM2344AU) assigned Jun-25, First Sentier Australian MidCap Fund (PCT) (FSF8777AU) assigned Feb-25, Stewart Investors Worldwide Leaders Sustainability Fund (PCT) (PIM6160AU) assigned Nov-24, Stewart Investors Worldwide Sustainability Fund (PCT) (FSF1675AU) assigned Nov-24, Stewart Investors Global Emerging Markets Leaders Sustainability Fund (PCT) (PIM1937AU) assigned Oct-24, FSSA Asian Growth Fund (PCT) (FSF1773AU) assigned Jan-25, FSSA Global Emerging Markets Focus Fund (PCT) (FSF8443AU) assigned Oct-24, First Sentier Global Listed Infrastructure Fund (PCT) (FSF1241AU) assigned Mar-25, First Sentier Global Listed Infrastructure Fund - Unhedged (PCT) (PIM8891AU) assigned Mar-25, First Sentier Global Property Securities Fund (CFSIL) (FSF0454AU) assigned Jul-25, First Sentier Global Property Securities Fund - Unhedged Class (PCT) (PIM7001AU) assigned Jul-25, First Sentier Global Property Securities Fund - Hedged Class (PCT) (PIM2485AU) assigned Jul-25, RQI Australian Value - Class A (CFSIL) (FSF0976AU) assigned Jun-25, RQI Global Value - Class A (CFSIL) (FSF0974AU) assigned Nov-24,RQI Global Value Hedged - Class A (CFSIL) (FSF0975AU) assigned Nov-24) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
*Morningstar
The Morningstar Medalist Rating™ for the First Sentier Imputation Fund (CFSIL) is 'Bronze' as of 03/02/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the First Sentier Australian Share Fund (CFSIL) is 'Bronze' as of 27/06/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the First Sentier Concentrated Australian Share Fund (CFSIL) is 'Bronze' as of 27/06/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the First Sentier Concentrated Australian Share Fund (PCT) is 'Bronze' as of 27/06/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the First Sentier Ex-20 Australian Share Fund (PCT) is 'Silver' as of 27/06/2025 wherein the Analyst-Driven % is 55 and Data Coverage % is 98.
The Morningstar Medalist Rating™ for the First Sentier Geared Australian Share Fund (PCT) is 'Bronze' as of 03/02/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the First Sentier Australian Small Companies Fund (CFSIL) is 'Gold' as of 24/12/2024 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the First Sentier Australian Small Companies Long Short Opportunities Fund (PCT) is 'Gold' as of 30/11/2024 wherein the Analyst-Driven % is 55 and Data Coverage % is 88.
The Morningstar Medalist Rating™ for the First Sentier Australian MidCap Fund (PCT) is 'Gold' as of 30/09/2024 wherein the Analyst-Driven % is 55 and Data Coverage % is 98.
The Morningstar Medalist Rating™ for the Stewart Investors Worldwide Leaders Sustainability Fund (CFSIL) is 'Silver' as of 01/05/2024 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the Stewart Investors Worldwide Leaders Sustainability Fund (PCT) is 'Silver' as of 01/05/2024 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the Stewart Investors Worldwide Sustainability Fund (PCT) is 'Silver' as of 01/05/2024 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the Stewart Investors Worldwide Leaders Sustainability Fund - NZ is 'Silver' as of 01/05/2024 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the Stewart Investors Global Emerging Markets Leaders Sustainability Fund (PCT) is 'Silver' as of 12/04/2024 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the FSSA Asian Growth Fund (PCT) is 'Bronze' as of 25/02/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the FSSA Global Emerging Markets Focus Fund (PCT) is 'Silver' as of 31/05/2025 wherein the Analyst-Driven % is 10 and Data Coverage % is 93.
The Morningstar Medalist Rating™ for the First Sentier Global Listed Infrastructure Fund (PCT) is 'Neutral' as of 27/08/2024 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the First Sentier Global Listed Infrastructure Fund - Unhedged (PCT) is 'Neutral' as of 27/08/2024 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the First Sentier Global Listed Infrastructure Fund – NZ is 'Neutral' as of 13/03/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the First Sentier Property Securities Fund (CFSIL) is ‘Neutral’ as of 31/05/2025 wherein the Analyst-Driven % is 10 and Data Coverage % is 96.
The Morningstar Medalist Rating™ for the First Sentier Global Property Securities Fund (CFSIL) is ‘Neutral as of 31/05/2025 wherein the Analyst-Driven % is 10 and Data Coverage % is 96.
The Morningstar Medalist Rating™ for the First Sentier Global Property Securities Fund - Unhedged Class (PCT) is 'Bronze' as of 31/05/2025 wherein the Analyst-Driven % is 10 and Data Coverage % is 96.
The Morningstar Medalist Rating™ for the First Sentier Global Property Securities Fund - Hedged Class (PCT) is 'Bronze' as of 31/05/2025 wherein the Analyst-Driven % is 10 and Data Coverage % is 96.
The Morningstar Medalist Rating™ for the RQI Australian Value - Class A (CFSIL) is ‘Silver' as of 5/06/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the RQI Australian Small Cap Value - Class A (CFSIL) is 'Gold' as of 5/06/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the RQI Global Value - Class A (CFSIL) is 'Bonze' as of 5/06/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the RQI Global Value Hedged - Class A (CFSIL) is 'Bronze' as of 5/06/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
The Morningstar Medalist Rating™ for the RQI Emerging Markets Value - Class A (CFSIL) is 'Bronze' as of 5/06/2025 wherein the Analyst-Driven % is 100 and Data Coverage % is 100.
© 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates or content providers; (2) may not be copied, adapted or distributed; (3) is not warranted to be accurate, complete or timely and 4) has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), subsidiary of Morningstar. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information. Past performance is no guarantee of future results. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. To obtain advice tailored to your situation, contact a financial adviser. Some material is copyright and published under license from ASX Operations Pty Ltd ACN 004 523 782.
**The ratings shown were awarded on the managed fund prior to the 15 May 2025 listing date of the ETF. For further information on the ETF please contact us.
First Sentier Group 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 2025 (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG).
