The Fund’s strategy is to invest primarily in equities issued by companies that are established, operating or have their economic activity mainly in the Asia region, excluding Japan (including Australasia) and which are listed, traded or dealt on regulated markets worldwide.

To achieve long term capital growth that exceeds the MSCI AC Asia ex Japan Index (before fees and taxes) over rolling five year periods.

Benefits of investing in the CFS Asian Growth Fund - Class A

Investing in the Fund offers investors:

• Access to an investment team of more than 20 investment professionals based in Hong Kong and Singapore.

• Access to an investment approach which is centred on identifying quality companies, buying them at a sensible price and holding for the long term. The investment team looks for founders and management teams that act with integrity and risk awareness; and dominant franchises that have the ability to deliver sustainable and predictable returns over the long term

Risk level

High

Investor suitability

This Fund is suitable for investors seeking long term capital growth from shares listed in Asian markets.

This Fund is suitable for investors seeking long term capital growth from shares listed in Asian markets. 

About the Fund

The Fund seeks to invest in the leading businesses across the Asia region, which have the ability to deliver sustainable and predictable returns over the long term.

Investment objective

To achieve long term capital growth that exceeds the MSCI AC Asia ex Japan Index over rolling five-year periods before fees and taxes.

About First Sentier Investors

First Sentier Investors is a global asset management group focused on providing high quality, long-term investment capabilities to clients. It brings together teams of specialist investment managers who share its common commitment to responsible investment principles.

First Sentier Investors is a stand-alone asset management business and also home to a number of individually branded investment teams, such as Stewart Investors, FSSA Investment Managers, Realindex Investments and Igneo Infrastructure Partners.

All investmentteams operate with discrete investment autonomy, according to their investment philosophies. Together, the FirstSentier Investors group offers a comprehensive suite of investment capabilities across global and regional equities, cash and fixed income, infrastructure and multi-asset solutions, all with a shared purpose to deliver sustainable investment success.

First Sentier Investors has been managing money with a long-term outlook for more than 30 years and today manages approximately A$217 billion1 of assets on behalf of institutional investors, pension funds, wholesale distributors and platforms, financial advisers and their clients. First Sentier Investors is ultimately owned by MUFG, one of the world’s largest financial services companies

How we invest your money

The Fund’s strategy is to invest primarily in equities issued by companies that are established, operating or have their economic activity mainly in the Asia region, excluding Japan (including Australasia) and which are listed, traded or dealt on regulated markets worldwide. The Fund is not managed to a benchmark, meaning that the underlying holdings are owned on their merits regardless of their membership of or weighting in an index. Country and sector weightings are therefore a result of the companies owned and are not influenced by the benchmark. The Fund does not hedge currency risk. The Fund may use derivatives for efficient portfolio management

Asset allocation

• Global shares: 80-100%

• Cash: 0-20%