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

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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

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Literature

Literature

Document type:
View Specific Fund
Fund names Fund flyers Quarterly Reports
First Sentier Asia Strategic Bond Fund View  
First Sentier Asian Bridge Fund View  
First Sentier Asian Quality Bond Fund View  
FSSA Asia Opportunities Fund   View
FSSA Asian Equity Plus Fund View View
FSSA Asian Growth Fund   View
FSSA China Growth Fund View View
FSSA Greater China Growth Fund View View
FSSA Hong Kong Growth Fund View  
FSSA Indian Subcontinent Fund View View
First Sentier Global Listed Infrastructure Fund View View
PROSPECTUS
First Sentier Investors Global Umbrella Fund plc
FSSA China All Cap Fund
First Sentier Investors Umbrella Funds - First Sentier Asian Bridge Fund

 

 

PRODUCT KEY FACTS STATEMENT

1 On 28 November 2024, the fund name has been changed from FSSA Asia Focus Fund to FSSA Asia Pacific Equity Fund.

2 On 28 November 2024, the fund name has been changed from Stewart Investors Asia Pacific Leaders Sustainability Fund to Stewart Investors Asia Pacific Leaders Fund.

3 On 28 November 2024, the fund name has been changed from Stewart Investors Asia Pacific Sustainability Fund to Stewart Investors Asia Pacific All Cap Fund.

4 On 28 November 2024, the fund name has been changed from Stewart Investors European Sustainability Fund to Stewart Investors European All Cap Fund.

5 On 28 November 2024, the fund name has been changed from Stewart Investors Global Emerging Markets Sustainability Fund to Stewart Investors Global Emerging Markets All Cap Fund.

6 On 28 November 2024, the fund name has been changed from Stewart Investors Indian Subcontinent Sustainability Fund to Stewart Investors Indian Subcontinent All Cap Fund.

7 On 28 November 2024, the fund name has been changed from Stewart Investors Worldwide Leaders Sustainability Fund to Stewart Investors Worldwide Leaders Fund.

8 On 28 November 2024, the fund name has been changed from Stewart Investors Worldwide Sustainability Fund to Stewart Investors Worldwide All Cap Fund.

Fund names Annual report Semi-annual report
First Sentier Investors Global Umbrella Fund plc View View
First Sentier Investors Umbrella Funds – First Sentier Asian Bridge Fund View View
FSSA China All Cap Fund* View View

 

With effect from 22 September 2020, First State Investments was rebranded to First Sentier Investors. The names of the funds were also rebranded, please view the full list of the fund name changes: Hong Kong Unit Trust (HKUT) / First Sentier Investors Global Umbrella Fund (VCC).

*On 22 Sep 2020, the fund name has been changed from First State China All Cap Fund to FSSA China All Cap Fund. On 9 November 2018, First State New Era PRC Fund has changed its name to First State China All Cap Fund and the investment objective has also changed (previous objective: to achieve long term capital appreciation and invest fully in equity and equity related securities issued by companies, with no restriction on company size, with either asset in, or revenues derived from, the PRC that are listed, traded or dealt in on stock exchanges and markets in the PRC, Hong Kong, Taiwan, the United States or in a member state of the OECD.) On 7 October 2014, New Era PRC Fund has changed its name to First State New Era PRC Fund and the investment objective has also changed (previous objective: to provide investors with capital growth over the medium to long term primarily by investing in Hong Kong listed Red Chips and H Shares, and securities listed on the stock markets of the PRC which are available to foreign investors.)

Shareholders communications Date
FSSA China All Cap Fund – Notice to proposed termination and extraordinary general meeting of unitholders 06 November 2024
First Sentier Asian Bridge Fund – audited annual report for the financial year ended 30 June 2024 31 October 2024
FSSA China All Cap Fund – audited annual report for the financial year ended 30 June 2024 31 October 2024
First Sentier Investors Global Umbrella Fund plc - Notification of various changes to the Company and its sub-funds 24 October 2024
First Sentier Asian Property Securities Fund – Termination of the Fund 29 August 2024
FSSA Japan Equity Fund – Termination of the Fund 29 August 2024
First Sentier Global Umbrella Fund plc Annual General Meeting (AGM) circular – August 2024 23 July 2024
First Sentier Investors - FSSA Japan Equity Strategies notice 29 May 2024
First Sentier Investors Global Umbrella Fund plc - annual report and audited financial statements for financial year ended 31 December 2023 30 April 2024
First Sentier Investors Global Umbrella Fund plc - Delegation of investment discretion of certain sub-funds of the Company 08 April 2024
FSSA China All Cap Fund – unaudited semi-annual report for period ended 31 December 2023 29 February 2024
First Sentier Asian Bridge Fund – unaudited semi-annual report for period ended 31 December 2023 29 February 2024
First Sentier Investors Global Umbrella Fund plc - Notification of 2024 non-Dealing Days in respect of the Company and its Funds 22 January 2024