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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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Balanced - Global

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Strategy Overview

Key Facts

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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.

Global access

The fund has access to high quality companies and debt securities globally, reducing the risk of over concentration on a single economic region.

A lens on sustainability

We understand how vitally important ESG factors are when investing, and have integrated this into both our equity and fixed income research processes. More specifically, the equity allocation specifically invests in companies that are positioned to benefit from and contribute to the sustainable development.

Highly experienced team, globally knowledge and locally based

Our seasoned investment managers based in London, New York, Hong Kong, Singapore and Sydney, have over 20 years experience investing in equities and bonds throughout the market cycle.

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.