THIS SITE IS INTENDED FOR ADVISER USE ONLY

By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

Introducing a ‘sustainability’ focus for Stewart Investors (Wholesale) Global Emerging Markets Leaders option

After an internal review of the investment strategy, Stewart Investors (as part of the First Sentier Investors group) have advised that they will reposition the Global Emerging Markets Leaders portfolio to invest in companies that are considered to be positioned to benefit from, and contribute to, sustainable development.  

Stewart Investors consider development to be sustainable if it furthers human development and has an ecological footprint that respects planetary boundaries. 

Please refer to the Stewart Investors website for further information on their approach to sustainable investing:  Our approach to sustainable investing (stewartinvestors.com).  

This transition will occur from 11 April 2022.

Importantly, there is no change to the Investment objective, strategy, benchmark or fees of the option.

Investment Objective

To achieve long-term capital growth through investing in companies in emerging economies, including those listed on developed market exchanges whose activities predominantly take place in emerging market countries. The option aims to outperform the MSCI Emerging Markets Index over rolling five-year periods before fees and taxes.

Investment Strategy

The option is normally invested in shares and securities of larger companies in emerging economies, including those of companies listed on developed market exchanges whose activities predominantly take place in emerging market countries. The option does not hedge currency risk.

NEED MORE INFORMATION?

If you are invested in this option or have any questions regarding the change, please speak to your financial adviser or call us on 13 13 36, Monday to Friday, 8am to 7pm Sydney time.

If you are a financial adviser please contact your First Sentier representative.

Disclaimer
Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. CFSIL also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This document may include general advice but does not take into account your individual objectives, financial situation or needs. The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd and include a description of who a financial product is appropriate for.  You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 13 36.