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Specialist in Asia Pacific, 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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Direct investors
If you are already an investor via our secure Investor Portal, please contact Investor Services on 1300 553 490 or email [email protected]
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Speak with your Financial Adviser whether our products are appropriate, in light of your investment needs, objectives and financial situation.
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Regional offices
Sydney
First Sentier Investors
Level 5, Tower 3, International Towers
300 Barangaroo Avenue
Barangaroo NSW 2000
Australia
T +61 2 9010 5200
[email protected]
Melbourne
First Sentier Investors
Suite 4, Level 43
80 Collins Street
Melbourne VIC 3977
Australia
Frequently asked questions
What information do I need to provide about my account when contacting FSI?
Where you have specific queries about your account, please make sure you have your Investor number which you can find on your monthly statement (provided by the Unit Registry, Link Fund Solutions Pty Limited (Link)) ready. You may also be asked to provide some other details so that you can be appropriately identified.
When will I receive my tax statement?
All statements are issued through the funds’ Unit Registry, Link, in accordance with their internal procedures and service level agreement with The Trust Company (RE Services) Limited. The timeframes for issuing the annual tax statements are usually available closer to 30 June each year, and will be published on our website accordingly.
Once the tax statements are available, they will be made available on the Investor Portal or sent to your email address recorded with Link.
If you believe you have not received your tax statement in a reasonable timeframe, please contact Link Investor Services on 1300 553 490 or email [email protected].
I would like to update my contact details. What process should I follow?
You can change or update your contact details (e.g. phone number, address, email etc.) via the change of details form. The change of details for is available on the Forms and PDSs tab of the Investor Portal or by contacting Investor Services on 1300 553 490 or email [email protected].
Where can I access the latest or historical unit prices, performance and distributions of First Sentier funds?
This information is available on this, the First Sentier Investors, website. Please refer to the specific fund’s section, which includes unit prices, performance results, distribution details and fund factsheets.
Where is my transaction confirmation / monthly statement?
All transaction statements are issued by Link, in accordance with their internal procedures and service level agreement with The Trust Company (RE Services) Limited.
Transaction confirmations are issued within 2 business days after the transaction date. The monthly statement is normally issued by the end of the 2nd business day after the end of the month.
All statements are made available on the Investor Portal (and you will receive an email advising you of this) or sent to your email address recorded with Link.
If you believe you have not received a transaction confirmation or your monthly statement within the above timeframes, please contact Investor Services on 1300 553 490 or email [email protected].
Why has the price of the fund has moved less favourably than competitors / market in general?
The fund monthly factsheets provide details of the funds’ performance, including top positions, which positively or negatively contributed to the fund results. The quarterly factsheets provide further insights into market trends and outlook, and outline the key activities of the relevant funds in the period. If, after reviewing this information, you still have questions about the funds’ performance, please contact Investor Services on 1300 553 490 or email [email protected].
Global offices
Dublin
First Sentier Investors
21 Charlemont Place
Dublin 2, D02 WV10
Ireland
T +353 1 547 8550
[email protected]
Hong Kong
First Sentier Investors
Level 25
One Exchange Square
Central
Hong Kong
T +852 2846 7555
[email protected]
Melbourne
First Sentier Investors
Suite 4, Level 43
80 Collins Street
Melbourne VIC 3977
Australia
Singapore
First Sentier Investors
79 Robinson Road
#17-01 CapitaSky
068897
Singapore
T +65 6538 0008
[email protected]
Edinburgh
First Sentier Investors
23 St Andrew Square
Edinburgh, EH2 1BB
Scotland
T +44 131 473 2200
[email protected]
London
First Sentier Investors
Finsbury Circus House
15 Finsbury Circus
London, EC2M 7EB
United Kingdom
T +44 20 7332 6500
[email protected]
New York
First Sentier Investors
10 East 53rd Street, Floor 21
New York 10022
United States of America
T +1 212 497 9980
[email protected]
Sydney
First Sentier Investors
Level 5, Tower 3, International Towers
300 Barangaroo Avenue
Barangaroo NSW 2000
Australia
T +61 2 9010 5200
[email protected]
Frankfurt
First Sentier Investors
WINX Tower
Neue Mainzer Straße 6-10
60311 Frankfurt
Germany
T +49 69 244371 - 630
[email protected]
Luxembourg
First Sentier Investors
53, Boulevard Royal
L 2449, Luxembourg
Grand Duchy of Luxembourg
T +352 284 825 076
[email protected]
Paris
First Sentier Investors
George V
27-29, Rue de Bassano
75008 Paris
France
T +33 1 72 25 66 36
[email protected]
Tokyo
First Sentier Investors
6F Cross Office Uchisaiwaicho
1-18-6 Nishishinbashi, Minato-ku
Tokyo, 105-0003
Japan
T +81 3 3593 5130
[email protected]
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. If you are unsure about whether a fund is suitable for your objectives, situation or needs, you should consult a financial adviser.
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 2024 (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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