Documents and factsheets – fund names are changing

Since 1989, we have managed funds under the Colonial First State brand. Fund names are changing to reflect our new name, First Sentier Investors.

Fund name changes

Fund name	Additional Information Booklet
First Sentier Cash Fund – Class A	View
First Sentier ex-20 Australian Share Fund – Class A	View
First Sentier Global Listed Infrastructure Fund	View
First Sentier Equity Income Fund	View
First Sentier Australian MidCap Fund	View
First State Stewart Asia (FSSA) Funds	View
Realindex Global Share Fund (Screened)	View

The information on this page contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision, you should consider, with a financial adviser, whether the investment is appropriate in light of your investment needs, objectives and financial situation.

The product disclosure statements (PDS) and additional information booklet (AIB) available on this page relate to registered managed investment schemes (Funds) managed by First Sentier Investors (Australia) IM Ltd* (ABN 89 114 194 311, AFSL 289017) (Manager). The Manager forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG). The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) (Perpetual) is the responsible entity of the Funds and is a wholly owned subsidiary of Perpetual Limited. Other than the PDS and the AIB which is issued by Perpetual as responsible entity, the information on this page has been prepared by the Manager.

The PDS and AIB should be considered before making an investment decision in relation to a Fund. MUFG, Perpetual, the Manager and their respective affiliates do not guarantee the performance of the Funds or the repayment of capital by the Funds. Investments in the Funds are not deposits or other liabilities of MUFG, Perpetual, the Manager or their respective affiliates, and investment-type products are subject to investment risk including loss of income and capital invested.

In Australia ‘Colonial’ and ‘Colonial First State’ are trademarks of Colonial Holding Company Limited and are used by First Sentier Investors under licence.

* On 21 October 2019, Colonial First State Asset Management (Australia) Limited changed its name to First Sentier Investors (Australia) IM Ltd

Document name
All Fund Performance vs Benchmark	View
All Fund Performance - Growth Income Split	View

Fund name	Annual Report
First Sentier Cash Fund	June 2020
Fund name	AMIT payment notice
First Sentier Cash Fund	March 2021
First Sentier Cash Fund	February 2021
First Sentier Cash Fund	January 2021
First Sentier Cash Fund	December 2020
First Sentier Cash Fund	November 2020
First Sentier Cash Fund	October 2020
First Sentier Cash Fund	September 2020
First Sentier Cash Fund	August 2020
First Sentier Cash Fund	July 2020
First Sentier Cash Fund	June 2020
First Sentier Cash Fund	May 2020
First Sentier Cash Fund	April 2020
First Sentier Cash Fund	March 2020
First Sentier Cash Fund	February 2020
First Sentier Cash Fund	January 2020
First Sentier Cash Fund	December 2019
Fund name	AMIT payment notice
First Sentier Equity Income Fund	March 2021
Fund name	Annual Report
First Sentier ex-20 Australian Share Fund	June 2020
Fund name	AMIT payment notice
First Sentier ex-20 Australian Share Fund	June 2020
First Sentier ex-20 Australian Share Fund	March 2020
First Sentier ex-20 Australian Share Fund	December 2019

Investor Type	Identification Forms
A - Individuals and Sole Traders	View
B - Australian Companies	View
C - Foreign Companies	View
D - Australian Regulated Trusts	View
E - Unregulated Australian Trusts and Foreign Trusts	View
F - Partnerships	View
G - Associations	View
H - Registered Co-operatives	View

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On 16 September 2019, Colonial First State Global Asset Management (CFSGAM) rebranded to First Sentier Investors. Any content produced prior to this date may be branded CFSGAM and include trade marks that First Sentier Investors used under licence. References to Colonial First State Asset Management (Australia) Limited are references to the former name of First Sentier Investors (Australia) IM Ltd.

Material on this website is intended to provide general information only. Such material does not into account your objectives, financial situation or needs. You should consider these matters before acting on the information and consider the relevant Product Disclosure Statement for any product named on this website before making an investment decision.

Total returns for the Funds have been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. Past performance is no indication of future performance.

Any opinions expressed in videos are the opinions of the individual participant and are subject to change without notice. Such opinions are not a recommendation to hold, purchase or sell a particular financial product and may not include all of the information required to make such a decision. Before making any such decision you should consult a financial adviser.

Copyright © First Sentier Investors (Australia) Services Pty Ltd 2021, (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG.)

Documents and factsheets – fund names are changing

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