First Sentier Investors is a global asset management group focused on providing high quality, long-term investment capabilities to clients.
We are a stand-alone asset management business and the home of investment team Stewart Investors. All our investment teams – whether in-house or individually branded – operate with discrete investment autonomy, according to their investment philosophies.
Since our inception in 1988, we have evolved into a global fund manager with a client base that extends across Asia, Australia, Europe and North America.
We invest US$137.8billion on behalf of our clients globally, as at 30 Sep 2023.
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First Sentier Investors and MUFG Sustainable Investment Institute
To further First Sentier Investors’ commitment to sustainable investing, a new institute has been established with MUFG to promote a greater understanding how sustainability issues can impact long-term investment performance.
This publication is provided by First Sentier Investors (Australia) IM Ltd (‘FSI AIM’ or ‘Stewart Investors’) in good faith and is designed as a summary to accompany the Product Disclosure Statement for the Stewart Investors Worldwide Leaders Sustainability Fund (‘the Fund’). The Product Disclosure Statement for the Fund is available from FSI, or Implemented Investment Solutions Limited (‘IIS’ or ‘the Issuer’) and on https://disclose-register.companiesoffice.govt.nz/ or https://iisolutions.co.nz/fund-hosting/documents-and-reporting-2/.
FSI AIM forms part of First Sentier Investors, a global asset management business which is ultimately owned by Mitsubishi UFJ Financial Group, Inc (‘MUFG’). Stewart Investors is the name of an investment team forming part of the First Sentier Investors Group.
The information contained in this publication is not an offer of units in the Fund or a proposal or an invitation to make an offer to sell, or a recommendation to subscribe for or purchase any units in the Fund. If you are making an investment directly then you will be required to complete the application form, which can be obtained from IIS.
The information and any opinions in this publication are based on sources that Stewart Investors believes are reliable and accurate. Stewart Investors, its affiliates, directors, officers and employees make no representations or warranties of any kind as to the accuracy or completeness of the information contained in this publication and disclaim liability for any loss, damage, cost or expense that may arise from any reliance on the information or any opinions, conclusions or recommendations contained in it, whether that loss or damage is caused by any fault or negligence on the part of Stewart Investors, or otherwise, except for any statutory liability which cannot be excluded.
All opinions reflect Stewart Investors’ judgment on the date of this publication and are subject to change without notice. This disclaimer extends to IIS, and any entity that may distribute this publication. The information in this publication is not intended to be financial advice for the purposes of the Financial Markets Conduct Act2013 (FMC Act), as amended by the Financial Services Legislation Amendment Act 2019 (FSLAA).
In particular, in preparing this publication, Stewart Investors did not take into account the investment objectives, financial situation and particular needs of any particular person. Professional investment advice from an appropriately qualified adviser should be taken before making any investment.
Past performance is not necessarily indicative of future performance, unit prices may go down as well as up and an investor in the Fund may not recover the full amount the capital that they invest.
No part of this publication may be reproduced without the permission of Stewart Investors or IIS. IIS is the issuer and manager of the Fund. Stewart Investors is the investment manager of the Fund.
© First Sentier Investors Group