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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. We provide direct, digital access to our active, specialist investment strategies via our secure Investor Portal, platforms and via the ASX.

Invest via the ASX

You can invest in LEVR, the First Sentier Geared Australian Share Fund Complex ETF, via the ASX.

Direct investment

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

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

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

What you need to invest

 

   A mobile number and email address

   Identification documents

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

 

Direct investment

View funds available for direct investment and complete the online initial application form on behalf of your client. Your client will be required to sign the application form.

Important information

  • The minimum investment threshold and account balance you need for the first time you invest with us, via direct applications for some of our funds, is $20,000. There’s no limit on any additional investments you make. There's no minimum investment if you trade our ETF on the ASX.
  • 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.

Investor Services

1300 553 490 (8am-7pm)

Managed funds: [email protected]

Exchange traded funds: [email protected]