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By paving new ways,
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Active investment managers by design
First Sentier Investors is an active, specialist manager investing in Australian equities, global listed infrastructure, listed property securities, and regional fixed income and cash.
We bring together specialist investment teams with deep knowledge of the markets in which they invest. Each team has the freedom to craft a philosophy and process and focus on what they do exceptionally well - while drawing on the strength, scale and support of First Sentier Group.
Important Information
This publication is provided by First Sentier Investors (Australia) IM Ltd (‘FSI’) in good faith and is designed as a summary to accompany the Product Disclosure Statement for the First Sentier Global Listed Infrastructure Fund and Stewart Investors Worldwide Leaders Fund (‘the Fund(s)’). The Product Disclosure Statement for the Fund is available from FSI, or FundRock NZ Limited (‘FundRock NZ’ or ‘the Issuer’) and on https://disclose-register.companiesoffice.govt.nz/ or www.fundrock.com/fundrock-new-zealand/frnz-documents-and-reporting/. This publication is intended for the exclusive use of NZ financial advisers. It is not to be used by retail investors and should not be distributed or published without the prior consent of FundRock NZ.
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 FundRock NZ.
We have taken reasonable care to ensure that this material is accurate, current, and complete and fit for its intended purpose and audience as at the date of publication. No assurance is given or liability accepted regarding the accuracy, validity or completeness of this material and we do not undertake to update it in future if circumstances change. All opinions reflect FSI’s judgment on the date of this publication and are subject to change without notice. This disclaimer extends to FundRock NZ, 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 Act 2013 (FMC Act), as amended by the Financial Services Legislation Amendment Act 2019 (FSLAA).
In particular, in preparing this publication, FSI 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.
Reference to specific securities (if any) is included for the purpose of illustration only and should not be construed as a recommendation to buy or sell the same. All securities mentioned herein may or may not form part of the holdings of the Fund(s) at a certain point in time, and the holdings may change over time.
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 of the capital that they invest.
No part of this publication may be reproduced without the permission of FSI or FundRock NZ. FundRock NZ is the issuer and manager of the Fund. FSI is the investment manager of the Fund.
Copyright © First Sentier Group, 2025
All rights reserved.
First Sentier Investors became a Certified B Corporation in November 2022 with a score = 107.2, noting that the passing score is 80. Please visit the B Corp Directory to view our report and for additional information regarding the assessment process.
Material on this website is intended to provide general information to ‘wholesale clients’ (as defined in the Financial Markets Conduct Act 2013) only. Such material does not take into account the objectives, financial situation or needs of any particular individual. No material on this website may be provided or passed on to individuals who qualify as ‘retail clients’ (as defined in the Financial Markets Conduct Act 2013).
Any opinions expressed in the material are the opinions of the individual author and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information required to make such a decision; and (iii) may differ from the opinions of other individuals within First Sentier Investors.
Copyright © First Sentier Investors 2025