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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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formerly Realindex Investments

Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.

Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.

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At Stewart Investors, we believe in putting people first. Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.

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Invest with us

Invest with First Sentier Investors

At First Sentier Investors, we are committed to providing high quality, long-term investment capabilities to our clients. 

To make it easier for you and your clients to invest with us, we’ve lowered our investment amounts for some of our funds.

We’re also providing direct, digital access to our active, specialist investment strategies via a new secure Investor Portal – you can also invest via a platform.

Direct investment

Invest directly with First Sentier Investors

You can invest directly with First Sentier Investors, FSSA Investment Managers, and Stewart Investors via our secure Investor portal.

We’ve lowered the minimum investment threshold and account balance you need for the first time you invest with us for some of our funds – from $500,000 to $20,000. There’s no limit on any additional investments you make.

Invest directly now

Register for access to our online portal

If you’ve already invested directly with us, you’ll need to register for access to our secure Investor Portal.

Register now

Invest via a platform

Financial advisers can invest with us via a platform. A platform bundles a range of managed funds and investments as one single product to provide consolidated administration, tax and distribution reporting.

Platform availability guide

To find out which platforms our funds are available through, see our platform availability guide.

 

 

 

What you need to know before investing

Apply online, following these simple steps: 

 

 Read the Product Disclosure Statement (PDS)

 Read the Target Market Determination (TMD)

 Read the accompanying Additional Information Booklet (AIB)

 

As an investor you can complete our investor online initial application form.  You can complete our adviser online application form on behalf of your client. Your client will be required to sign the application form.

You'll need the following for your application:

 

 A mobile number and email address

 Identification documents

 Your Tax File Number (or ACN, ABN, ARCN)

 

The list of funds available for direct investment are found here.

Important information

  • The minimum investment for the first time you invest with us is $20,000. There’s no limit on any additional investments you make 
  • You must be over 18 years of age and have an Australian bank account 
  • Please read the Product Disclosure Statement and the Target Market Determination for the relevant fund.

Resources

Disclosure documents

List of available funds

FAQs

We’re here to help with any queries you might have.

Please contact our Investor Services team on 1300 553 490 (8am-7pm) or email [email protected].

Want to know more?

Contact your Key Account Manager

Our capabilities

Performance and documents

Responsible investment

Insights

Who we are

Contact us

Media releases

Sitemap

Important information

Complaints procedure

Supplier Code of Conduct

Combating financial scams

Privacy notice

Whistleblower

Cookies policy

Financial Services Guide

Statement of Commitment to the FX Global Code

 

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 only. This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), and includes the Financial Services Guide for FSI AIM.

This material does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider the information on this website and the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the relevant fund, issued by either Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468) (CFSIL) or The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) (Perpetual) and assess whether the fund is appropriate given your objectives, financial situations or needs.

Any opinions expressed in videos are the opinions of the individual participant 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 in relation to such financial product; and (iii) may substantially differ from other individuals within First Sentier Investors.

Copyright © First Sentier Investors (Australia) Services Pty Ltd 2024 (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG).

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