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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 us

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.

Learn more about LEVR

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 directly now

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.

Download guide

What you need to know before investing

   Read the Product Disclosure Statement (PDS)

   Read the Target Market Determination (TMD)

   Read the accompanying Additional Information Booklet (AIB)

 

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.

Resources

Disclosure documents
List of available funds
About active ETFs

Investor Services

1300 553 490 (8am-7pm)

Managed funds: [email protected]

Exchange traded funds: [email protected]

Our capabilities

Performance and documents

Responsible investment

Insights

Who we are

Contact us

Media releases

Sitemap

Important information

Complaints procedure

Supplier Code of Conduct

Combating financial scams

Privacy notice

Whistleblower

Cookies policy

Financial Services Guide

Statement of Commitment to the FX Global Code

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Scammer alert

First Sentier Group representatives do not directly contact prospective individual investors on investment opportunities. Find out more about combating investment scams >

 

First Sentier Investors 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).

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