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Important update – fund names are changing

Since 1989, we have managed funds under the Colonial First State brand. Following the sale of our business, the names of these funds are changing to reflect our new name, First Sentier Investors.

Some funds that use the Colonial First State brand are managed by FSSA Investment Managers, and will change name to reflect the FSSA Investment Managers name. There will be further changes to the names of some funds managed by Stewart Investors. There are no changes to funds managed by Realindex Investments.

Download end-client letter template

Download full list of fund name changes

Frequently asked questions

What has changed?

Since 1989, we have managed funds under the Colonial First State brand. Following the sale of our business, the names of these funds are changing to reflect our new name, First Sentier Investors. There are also changes to products managed by our individually branded investment teams.

Why have the fund names changed?

Colonial First State Global Asset Management changed its name to First Sentier Investors in September 2019, following the change of ownership from the Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation, a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG).

Funds managed by First Sentier Investors now reflect the name of the global investment manager and it sub brands.

What is the relationship between First Sentier Investors, Realindex Investment, FSSA Investment Managers and Stewart Investors?

First Sentier Investors is a stand-alone asset management business and the home of investment teams FSSA Investment Managers, Realindex Investments and Stewart Investors. While the teams work with discrete investment autonomy, according to their own investment strategies and philosophies, the investment teams are united in a common commitment to responsible investment principles.

Will there be changes to funds managed by FSSA Investment Managers, Stewart Investors and Realindex Investments?

Some funds that use the Colonial First State brand are managed by FSSA Investment Managers, and will change name to reflect the FSSA Investment Managers name.

There will be further changes to the names of some funds managed by Stewart Investors.

There are no changes to funds managed by Realindex Investments.

Is anything else changing?

There is no change to investment teams or management of funds related to the change of fund names.

The latest fund information can be found in the product disclosure statement. 

Why did First Sentier Investors choose the name First Sentier Investors?

When choosing a brand name, there were a number of considerations.

  • We wanted a brand name that reflected core attributes of our personality and business philosophy
  • We wanted a brand name that had a link to our past so we could retain some of our heritage
  • We wanted a brand name that provided a smooth transition from First State Investments, the brand used by our business outside of Australia
  • We needed a brand name that was available for trademark in all jurisdictions in which we operate
  • We are required to transition to get-up / livery / logo design that is not similar to previous designs

The name First Sentier Investors met all the above criteria.

“Sentier” means path or pathway. It’s a French word, although we are pronouncing without a French accent.

We did not set out to choose a French word, or a word of any particular language, but we did set out to find a word on which we could build a differentiated brand story. The idea of walking untrodden paths, having our own perspective and seeing further ahead was very aligned to our business philosophy and the brand personality staff helped us develop. 

By choosing a slightly less known word, we can trademark it in all jurisdictions and create our own meaning over time.

Finally, we chose “Investors” ahead of Investment Management or Asset Management as we wanted an active and more widely understood word.

First Sentier Investors also abbreviates to FSI which provides a smooth transition for those markets who currently use this abbreviation. 

Why did the brand name change and the product name change happen over 12 months apart?

We transitioned fund names to align with the new brand as part of scheduled PDS updates.

Is there an ongoing relationship between First Sentier Investors and CFS?

First Sentier Investor is the appointed investment manager of a number of CFS funds. Both companies were previously owned by the Commonwealth Bank of Australia. Colonial First State remains as a platform provider and an important client of First Sentier Investors.

New fund names list effective late November

Australian Equities Growth

ARSN

APIR code

Old fund name

New fund name

Factsheet

087 570 214

FSF0002AU

Colonial First State Wholesale Australian Share Fund

First Sentier Wholesale Australian Share Fund

087 569 980

FSF0003AU

Colonial First State Wholesale Imputation Fund

First Sentier Wholesale Imputation Fund

087 569 640

FSF0016AU

Colonial First State Wholesale Concentrated Australian Share Fund

First Sentier Wholesale Concentrated Australian Share Fund

087 563 924

FSF0043AU

Colonial First State Wholesale Geared Share Fund

First Sentier Wholesale Geared Share Fund

Small & Mid Caps

ARSN

APIR code

Old fund name

New fund name

Factsheet

089 460 891

CMI0111AU

Colonial First State Wholesale Australian Small Companies Fund

First Sentier Wholesale Australian Small Companies Fund

Emerging Companies

ARSN

APIR code

Old fund name

New fund name

Factsheet

109 434 620

FSF0469AU

Colonial First State Wholesale Future Leaders Fund

First Sentier Wholesale Future Leaders Fund

 

Equity Income

ARSN

APIR code

Old fund name

New fund name

Factsheet

129 259 552

FSF0961AU

Colonial First State Wholesale Equity Income Fund

First Sentier Wholesale Equity Income Fund

112 736 491

FSF0694AU

Colonial First State Wholesale Target Return Income Fund

First Sentier Wholesale Target Return Income Fund

Global Listed Infrastructure

ARSN

APIR code

Old fund name

New fund name

Factsheet

125 199 411

FSF0905AU

Colonial First State Wholesale Global Listed Infrastructure Securities Fund

First Sentier Wholesale Global Listed Infrastructure Fund

Global Property

ARSN

APIR code

Old fund name

New fund name

Factsheet

087 570 429

FSF0004AU

Colonial First State Wholesale Property Securities Fund

First Sentier Wholesale Property Securities Fund

Australian Fixed Income

ARSN

APIR code

Old fund name

New fund name

Factsheet

087 570 885

FSF0027AU

Colonial First State Wholesale Australian Bond Fund

First Sentier Wholesale Australian Bond Fund

Global Credit

ARSN

APIR code

Old fund name

New fund name

Factsheet

604 604 542

FSF1769AU

Colonial First State Investment Grade Corporate Bond Fund – Class A

First Sentier Investment Grade Corporate Bond Fund

614 724 186

FSF8084AU

Colonial First State US Short Duration High Yield Fund – Class A

First Sentier US Short Duration High Yield Fund

  

604 604 711

FSF7935AU

Colonial First State US Select High Yield Fund – Class A

First Sentier US Select High Yield Fund 

  

614 724 597

FSF9900AU

High Quality US High Yield Fund – Class A

First Sentier US High Quality High Yield Fund

  

094 088 454

FSF0083AU

Wholesale Global Credit Fund

First Sentier Global Credit Fund

093 045 713

FSF0084AU

Colonial First State Wholesale Global Credit Income Fund

First Sentier Wholesale Global Credit Income Fund

140 189 984

FSF1077AU

Wholesale Global Corporate Bond Fund

First Sentier Global Corporate Bond Fund

Short Term Investments & Cash

ARSN

APIR code

Old fund name

New fund name

Factsheet

089 468 360

COM0024AU

Wholesale Premium Cash Fund

First Sentier Premium Cash Fund

095 107 618

COM0029AU

Wholesale Premium Cash Enhanced Fund

First Sentier  Premium Cash Enhanced Fund

612 392 944

FSF1809AU

Wholesale Institutional Cash Fund

First Sentier Institutional Cash Fund

087 558 674

FSF0075AU

Colonial First State Wholesale Strategic Cash Fund

First Sentier Wholesale Strategic Cash Fund

ARSN

APIR code

Old fund name

New fund name

Factsheet

161 207 165

FSF1422AU

Colonial First State Multi-Asset Real Return Fund - Class A

First Sentier Multi-Asset Real Return Fund

087 561 984

FSF0498AU

Colonial First State Wholesale High Growth Fund

First Sentier Wholesale High Growth Fund

087 559 493

FSF0040AU

Colonial First State Wholesale Balanced Fund

First Sentier Wholesale Balanced Fund

087 559 868

FSF0008AU

Colonial First State Wholesale Diversified Fund

First Sentier Wholesale Diversified Fund

087 559 037

FSF0033AU

Colonial First State Wholesale Conservative Fund

First Sentier Wholesale Conservative Fund

ARSN

APIR code

Old fund name

New fund name

Factsheet

604 604 622

FSF1773AU

Colonial First State Asian Growth Fund - Class A

FSSA Asian Growth Fund

610 729 005

FSF8443AU

First State Global Emerging Markets Focus Fund - Class A

FSSA Emerging Markets Focus Fund

ARSN

APIR code

Old fund name

New fund name

Factsheet

604 604 873

FSF1771AU

Realindex Global Share Fund (Screened) – Class A

no change

140 973 075

FSF1101AU

Realindex Emerging Markets Fund – Class A

no change

132 951 083

FSF0974AU

Realindex Global Share Fund – Class A

no change

132 951 467

FSF0975AU

Realindex Global Share Hedged Fund – Class A

no change

132 950 433

FSF0976AU

Realindex Australian Share Fund – Class A

no change

132 950 175

FSF0978AU

Realindex Australian Small Companies Fund – Class A

no change

ARSN

APIR code

Old fund name

New fund name

Factsheet

133 696 465

FSF1050AU

Stewart Investors Global Emerging Markets Sustainability Fund

no change

  

104 184 894

FSF0080AU

Stewart Investors Global Emerging Markets Fund

Stewart Investors Global Emerging Markets Leaders Fund

  

160 711 106

FSF1295AU

Stewart Investors Wholesale Worldwide Sustainability Fund

no change

  

140 777 251

FSF1085AU

Stewart Investors Wholesale Global Emerging Markets Leaders Fund

no change

  

087 563 755

FSF0047AU

Stewart Investors Wholesale Worldwide Leaders Fund

Stewart Investors Wholesale Worldwide Leaders Sustainability Fund

 

    Download fund name change flyer as a pdf

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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.

Material on this website is intended to provide general information only. Such material does not into account your objectives, financial situation or needs. You should consider these matters before acting on the information and consider the relevant Product Disclosure Statement for any product named on this website before making an investment decision.

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.)