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The portfolio managers are supported by a large group of equity analysts with a proven track record of fundamental bottom-up stock research.

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.

The Australian Equities Growth team provides a suite of products, including broad based, small cap, imputation, concentrated and geared funds. We believe growing companies, which generate consistent returns and can reinvest above their cost of capital, provide the greatest shareholder value

2024 was a year marked by global inflation and economic growth concerns against a backdrop of worldwide elections. As we head into 2025, volatility will remain an enduring constant.

当社の運用チームが投資環境及び資産クラスについての視点をまとめたレポートをアップデートしています

当社の運用チームが投資環境及び資産クラスについての視点をまとめたレポートをアップデートしています

We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.

We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.

Discover how our equity managers with one of Australia's longest track records provide capital and income growth by investing in the Australian share market.

ファーストステート・インベストメンツは新たなブランドであるファースト・センティア・インベスターズになります。 これまでもリサーチ重視のアクティブ運用会社としての実績を積み上げてきましたが、これからもあくなき探求心とみなぎる活力をもって、お客様のために継続的かつ長期的な実績を達成すべく、新たな道を歩み続けます。 ※　「センティア」は「道すじ・道程」を意味するフランス語です。

Insulation from the effects of inflation is a key objective for many investors. Many pension and sovereign wealth funds specifically target long-term returns of CPI (Consumer Price Index) plus 5%.

For over twenty years, the global listed infrastructure asset class (GLI) has consistently generated dividend yields in the 3%-4% range. As valuation multiples have declined in the past few years, dividend yields have expanded into the upper half of this range.

This paper outlines the responsible investing approach adopted by various First Sentier Investors investment teams across the globe. It involves a holistic way of thinking that addresses multiple impacts across multiple environmental, social and governance (ESG) measures. We believe it can lead to better long‑term financial and sustainability outcomes, across more measures, than more traditional frameworks.

Each investment team has developed a climate change statement and carbon footprint report. We provide a combined footprint for all listed equity portfolios and individual listed equity team carbon footprints.