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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The iNAV reflects the estimated NAV per unit in respect of the Fund’s assets that have live market prices during the trading day. The issuer of the Fund has engaged ICE Data Indices, LLC as iNAV calculation agent to independently calculate the iNAV.
* iNAV calculations as shown (the "data") are provided by ICE Data Indices, LLC or its third party suppliers and are updated during ASX trading hours. iNAV calculations are indicative and for reference purposes only. The Fund is not sponsored, endorsed, sold or marketed by ICE Data Indices, LLC, its affiliates ("ICE Data") and ICE Data or its respective third party suppliers MAKE NO EXPRESS OR IMPLIED WARRANTIES, AND HEREBY EXPRESSLY DISCLAIM ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE iNAV, FUND OR ANY FUND DATA INCLUDED THEREIN. IN NO EVENT SHALL ICE DATA HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, DIRECT, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. You acknowledge that the data is provided for information only and should not be relied upon for any purpose.
Strategy Overview
Key Facts
Strategy Overview
Key Facts
SUT represents Singapore Unit Trust fund range
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.
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 and Emerging Markets 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 Asian fixed income allocation. Operating across Hong Kong and Singapore, the team comprises highly experienced investment professionals who have experience investing throughout various market cycles. As an active specialist Asian Fixed Income team, the team employs a research-focused approach that emphasises the Fundamentals, Valuations and Technicals as part of its macro and credit analyses.
These processes operate in parallel to help the team formulate multiple diversified strategies that translate into portfolio positions to produce risk-adjusted returns. The team strives to identify the key contributors to market risks, which in turn channels the team’s focus to risks and investment views that would drive bonds returns, and in turn, portfolio performances.
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