Specialist in Asia Pacific, Japan, 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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Strategy Overview
Key Facts
Strategy Overview
Key Facts
SUT represents Singapore Unit Trust fund range
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: First Sentier Investors Global Growth Funds (Singapore Unit Trust / Authorized Scheme) / First Sentier Investors Global Umbrella Fund (IRISH VCC / Recognized Scheme).
Fund performance data is sourced from First Sentier Investors. Single pricing basis with net income reinvested. The above performance data is provided for information only and does not contain or constitute investment advice. A copy of the Prospectus is available and may be obtained from the Manager, First Sentier Investors (Singapore), or any of our distributors. Investors should read the Prospectus and consult a financial adviser before deciding to make any investment. In the event of discrepancies between the marketing materials and the Prospectus, the Prospectus shall prevail. The value of the Fund and the income from them, if any, may fall or rise. Past performance of the Fund or the Manager and any economic and market trends or forecast, is not indicative of the future or likely performance of the Fund or the Manager. Neither the Manager, nor any of its associates, nor any director, or employee accepts any liability for any loss arising directly or indirectly from any use of this information. Units are not available to U.S. persons.
Global
Navigate the uncertain markets
A balanced exposure to equities and fixed income, managed by well-regarded, specialist teams
With an actively managed allocation into global equities and fixed income, you will have access to both growth and income opportunities from diverse economies.
Managed by highly experienced and well-resourced investment teams, with an absolute return mind set, a focus on long-term investing and robust risk management. We maintain a disciplined 50:50 allocation into equities and fixed income, actively rebalancing when the exposure to each asset class exceeds 55% at any time.
Why invest in the First Sentier Global Balanced Fund?
Gain global exposure and participate in global structural trends with a fixed allocation into global equities and fixed income.
Geographically diversified to reduce risk, lowering correlation to the volatility of a single country or region.
Invest in high quality companies and debt securities that researched with a sustainability and robust risk management lens.
Managed by highly experienced autonomous investment teams, with an absolute return mindset and a focus on long-term investing.
Managed by autonomous investment specialist teams
The First Sentier Global Balanced Fund is managed by Stewart Investors and the First Sentier Asian Fixed Income team.
Stewart Investors
Stewart Investors manages the global equities allocation of the strategy. Stewart Investors is an autonomous investment team within First Sentier Investors, with offices in Edinburgh, London, Sydney and Singapore. The team manages investment portfolios on behalf of clients across Global, Asian, Emerging Markets and Sustainable equities strategies. The team have a distinct culture and investment philosophy that has remains unchanged over more than two decades, since the launch of their first investment strategy in 1988.
Stewart Investors investment philosophy is founded on the principle of stewardship – careful, considered and responsible management of clients’ funds. The continued priority of Stewart Investors is to deliver sustainable long-term investment returns and to protect client capital.
First Sentier Asian Fixed Income Team
The First Sentier Asian Fixed Income team manages the fund’s global fixed income allocation. Operating across Hong Kong, Singapore, London and Sydney, the team comprises of highly experienced investment professionals who have experience investing throughout the market cycle. The team adopts a valuation-based investment philosophy and consider the longer-term earning potential for each investment by applying a fundamental ‘Five Factor Analysis’ on each country.
The five factors that influence and ultimately drive returns are: the macro-economic outlook; the valuation of the rates, credit and currency markets; the sentiment in those markets; the political outlook; and a technical assessment. These factors help formulate an outlook within each country and forms the basis of the team’s Asian fixed income strategies. These strategies are implemented with a medium-term time horizon, a focus on risk-return, quality credit analysis and appropriate risk management.
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