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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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formerly Realindex Investments

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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Invest with First Sentier Investors

At First Sentier Investors, we are committed to providing high quality, long-term investment capabilities to our clients. 

To make it easier for you and your clients to invest with us, we’ve lowered our investment amounts for some of our funds.

We’re also providing direct, digital access to our active, specialist investment strategies via a new secure Investor Portal – you can also invest via a platform.

Direct investment

You can invest directly with First Sentier Investors, FSSA Investment Managers, and Stewart Investors via our secure Investor portal. 

We’ve lowered the minimum investment threshold and account balance you need for the first time you invest with us for some of our funds – from $500,000 to $20,000. There’s no limit on any additional investments you make.

 If you’ve already invested directly with us, you’ll need to register for access to our secure Investor Portal.

Invest via a platform

Financial advisers can invest with us via a platform. A platform bundles a range of managed funds and investments as one single product to provide consolidated administration, tax and distribution reporting.

To find out which platforms our funds are available through, see our platform availability guide

 

 

 

What you need to know before investing

Apply online, following these simple steps: 

 Read the Product Disclosure Statement (PDS)

 Read the Target Market Determination (TMD)

 Read the accompanying Additional Information Booklet (AIB)

As an investor you can complete our investor online initial application form.  You can complete our adviser online application form on behalf of your client. Your client will be required to sign the application form.

You'll need the following for your application:

 A mobile number and email address

 Identification documents

 Your Tax File Number (or ACN, ABN, ARCN)

The list of funds available for direct investment are found here.

Important Information

  • The minimum investment for the first time you invest with us is $20,000. There’s no limit on any additional investments you make. 
  • You must be over 18 years of age and have an Australian bank account 
  • Please read the Product Disclosure Statement and the Target Market Determination for the relevant fund

Resources

We’re here to help with any queries you might have.

Please contact our Investor Services team on 1300 553 490 (between 8:00 am to 7:00 pm) or email [email protected].

Want to know more?

Contact your Key Account Manager