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

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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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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

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Contact your Financial Adviser

We have restricted access to our Barangaroo office following the COVID-19 restrictions in place for Greater Sydney. Please contact us using the telephone number or email address listed below.  

Speak with your Financial Adviser whether our products are appropriate, in light of your investment needs, objectives and financial situation. 

Need help choosing a financial adviser ?  Get help here

Product Disclosure Statements and fund factsheets are available on our Literature page>

Changes to the Responsible Entity

The following funds transitioned on the 1st June 2021

On the 1st June 2021, the Responsible Entity for the funds listed below changed from Colonial First State Investments Limited to The Trust Company (RE Services) Limited (The Trust Company).

Direct investors in these funds can refer to the FAQs below. Should you need further assistance please use the Contact Us form at the bottom of the page.

For investors in any of our other funds, please continue as normal and refer to the fund documentation available on our Literature page

 Fund name  ARSN  APIR
 First Sentier Premium Cash Fund  089 468 360  COM0024AU 
 Stewart Investors Worldwide Sustainability Fund  168 564 010  FSF1675AU 

 

The following funds transitioned on the 1st March 2021

On the 1st March 2021 the Responsible Entity for the funds listed below was changed from Colonial First State Investments Limited to The Trust Company (RE Services) Limited (The Trust Company). Please see the media release here for more information.

Direct investors in these funds can refer to the FAQs below. Should you need further assistance please use the Contact Us form at the bottom of the page.

For investors in any of our other funds, please continue as normal and refer to the fund documentation available on our Literature page.

 Fund name  ARSN  APIR
 First Sentier Australian MidCap Fund  617 440 589  FSF8777AU
 First Sentier Equity Income Fund  168 563 808  FSF1676AU
 First Sentier Global Listed Infrastructure Fund  157 876 134  FSF1241AU
 FSSA Asian Growth Fund   604 604 622  FSF1773AU
 FSSA Global Emerging Markets Focus Fund   610 729 065  FSF8443AU
 Realindex Global Share Fund (Screened)   604 604 873  FSF1771AU

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 unique account number (which is provided by the fund Administrator / Unit Registry, State Street Australia Limited) available. We will also seek confirmation of your email address to make sure we send correspondence according with the correct contact details you provided to the Administrator / Unit Registry. We reserve the right to seek further confirmation of other information, depending on the context of your query.

When will I receive my tax statement?

All statements are issued through the funds’ Administrator / Unit Registry, State Street Australia Limited, 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 statements are available, they will be sent to your contact address recorded with the Administrator / Registry.

If you believe you have not received your tax statement in reasonable time, please contact First Sentier Investors through our “Contact Us” form on our website and provide the details of your request.

 

I would like to update my contact details. What process should I follow?

You as the investor will need to send a written request to State Street signed by the authorized signatories of your account and include:

  • the unitholder account number
  • the unitholder full name
  • the new / updated details

The request can be mailed to:

State Street Australia Limited (attention Unit Registry First Sentier)

Level 14, 420 George Street, Sydney NSW 2000, Australia

or sent by fax to 02 9323 6411.

Where can I access the latest or historical unit prices, performance and distributions of First Sentier funds?

This information is available on our website. Please refer to 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 the funds’ Administrator / Unit Registry, State Street Australia Limited, in accordance with their internal procedures and service level agreement with The Trust Company (RE Services) Limited.

Confirmation of transaction is issued within 2 business days after the transaction date. The monthly account statement is normally issued by the end of the 2nd business day after the end of the month.

All statements are sent to your contact address recorded with the Administrator / Registry.

If you believe you have not received a confirmation for your transaction or your monthly statement within the above timeframes, please contact First Sentier Investors through our “Contact Us” form on our website.

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 First Sentier Investors through our “Contact Us” form on our website. 

Are you an existing direct investor in one of the funds listed above?

Fill out the form below to contact us

Please submit any enquiries using the ‘Contact Us’ form above.  Alternatively, you may use the following phone number: +61 2 9010 5522. Please note this phone line is a direct-to-voicemail service.

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Sydney office

First Sentier Investors
Level 5, Tower 3
300 Barangaroo Avenue
Barangaroo NSW 2000, Australia
T +61 2 9010 5200
AUenquiries@firstsentier.com

Melbourne office

First Sentier Investors
Level 50
120 Collins Street
Melbourne VIC 3000
T +61 3 8669 5650
AUenquiries@firstsentier.com