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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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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| 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 |
| 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 Global Emerging Markets Sustainability Fund to Stewart Investors Global Emerging Markets All Cap Fund.
5 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.
6 On 28 November 2024, the fund name has been changed from Stewart Investors Worldwide Leaders Sustainability Fund to Stewart Investors Worldwide Leaders Fund.
7 On 28 November 2024, the fund name has been changed from Stewart Investors Worldwide Sustainability Fund to Stewart Investors Worldwide All Cap Fund.
| Shareholders communications | Date |
|---|---|
| First Sentier Investors Global Umbrella Fund plc - Notification of various changes to the Company and its sub-funds | 10 April 2025 |
| FSSA China All Cap Fund - unaudited semi-annual report for period ended 31 December 2024 | 28 February 2025 |
| First Sentier Asian Bridge Fund - unaudited semi-annual report for period ended 31 December 2024 | 28 February 2025 |
| FSSA China All Cap Fund - Result of the adjourned meeting of unitholders of the fund | 12 February 2025 |
| First Sentier Investors Global Umbrella Fund plc - Notification of 2025 non-Dealing Days | 16 January 2025 |
| FSSA Indian Subcontinent Fund - Delegation of investment discretion | 13 January 2025 |
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