Our funds

First Sentier Investors is a global asset manager with a client base that extends across Asia, Australia, Europe and North America.

Driven by curiosity, we invest more than A$200 billion¹ across equities, cash and fixed income, infrastructure and multi-asset solutions. Because we ask more questions, we see around more corners and better protect client capital.

Our investment strategies

Australian equities

From growing companies to up-and-coming names, our range of active, research-driven approaches to the Australian share market aim to deliver above market returns over the long term

Australian Equity Growth
Discover growth opportunities across every sector of the Australian share market

Small & Mid Caps
One-minute darlings or the next company to join the top 100? We think we know the difference

Emerging Companies
We have a talent for uncovering the next household name

Equity Income
We invest with a difference because equity income investors deserve access to the ASX’s best ideas

Global equities

Access a global opportunity set with the on-the-ground research and skill of specialist investors

Worldwide
Stewart Investors look for exposure to global companies not based on benchmark, but rather the quality of each business and proven long-term stewardship

Sustainable
Stewart Investors know that ESG issues are investment issues – and have spent over 30 years identifying global opportunities through this lens

Emerging markets equities

Access to broad and diverse markets at the forefront of economic growth

Global Emerging Markets
Developing and frontier markets and are biased towards mid-cap companies that have the potential to grow much larger over time

Asia Pacific equities

Searching some of the world’s fastest growing equities markets for high quality companies that can outperform in the long term

Asia Pacific
Our autonomous teams of global equities specialists aim to deliver long-term risk-adjusted returns through active management. Because we ask more questions, we see around more corners and better protect client capital.

Infrastructure and real estate

First Sentier Investors accesses a global opportunity set based on the assets you see and use every day, with the on-the-ground research and skill of specialist investors

Global Listed Infrastructure
Journey through our world of toll roads, wind farms and pipelines

Global Property
We see growth in the trends redefining the way we live and work

Systematic equities

Acknowledging the advantages of traditional indexing and applying a flexible, rules-based approach to overcome potential performance drags

Australian
Realindex Investments offer a systematic, rules-based approach that provides effective Australian exposure with lower costs than active portfolios

Global
Realindex Investments also offers a systematic, rules-based approach providing effective global exposure with lower costs than active portfolios

Fixed income

Our on-the-ground teams of fixed income specialists systematically share investment ideas uncovered across developed and emerging markets

Australian Fixed Income
Our diverse perspectives uncover returns in different places

Global Credit
We go beyond the limits of most credit analysis to separate the winners from the defaulters

Global Fixed Income
We know how to fortify the most defensive part of a portfolio

Short Term Investments and Cash
As Australia’s largest cash manager, we find value in more places

Multi-asset

We flex our asset allocation with changing market conditions to stay positioned to deliver on objectives

Real Return Fund
An objective-based approach to investing that combines the benefits of long-term asset allocation with dynamic short-term tilts to enhance returns and also to abate risks.

¹ First Sentier Investors 30 June 2020

In Australia ‘Colonial’, ‘Colonial First State’, ‘CFS’, and ‘First State Global Asset Management’ are trade marks of Colonial Holding Company Limited and ‘Colonial First State Investments‘ is a trade mark of Commonwealth Bank of Australia (the Bank) and all of these trade marks are used by First Sentier Investors under licence.

On 16 September 2019, Colonial First State Global Asset Management (CFSGAM) rebranded to First Sentier Investors. Any content produced prior to this date may be branded CFSGAM and include trade marks that First Sentier Investors is permitted to use under licence.

The product disclosure statement (PDS) and Information Memorandum (IM) for the Colonial First State Global Listed Infrastructure Securities Fund-Class A, ARSN 157 876 134 (Fund) issued by Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468) (CFSIL) should be considered before making an investment decision. The PDS or IM are available from First Sentier Investors on its website.

Total returns for the Funds have been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. Past performance is no indication of future performance.

Any opinions expressed in videos are the opinions of the individual participant and are subject to change without notice. Such opinions are not a recommendation to hold, purchase or sell a particular financial product and may not include all of the information required to make such a decision. Before making any such decision you should consult a financial adviser.

Copyright © First Sentier Investors (Australia) Services Pty Ltd 2020, (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG.)