Our FAQ Guide shares why we have rebranded to First Sentier Investors and the implications this has for our products.
On 2 August 2019 Colonial First State Global Asset Management (CFSGAM) known as First State Investments outside of Australia, was acquired by Mitsubishi UFJ Trust and Banking Corporation (MUTB), a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG).
Since the sale, CFSGAM has rebranded to First Sentier Investors.
First Sentier Investors is no longer owned by the Commonwealth Bank of Australia.
CFSIL, which is wholly-owned by the CBA Group, will continue to be the responsible entity for some of the products managed by First Sentier Investors.
The CBA Group is also a client of First Sentier Investors as we manage funds on CBA-owned platforms. This is the same relationship we have with other platforms that offer our investment options.
The brand name has changed following the change of ownership.
We are also taking this opportunity to adopt a global brand name. Over the next 18 months, the name First Sentier Investors will be adopted in all markets in which we operate. The Realindex, FSSA Investment Managers and Stewart Investors brands will be maintained.
The name First Sentier Investors was chosen as it reflects our brand purpose. The word “First” allows us to keep a reference to our strong and successful heritage. The word “Sentier” means path. We chose a brand name that reflected our long-term commitment to following our own path; to invest responsibly over the long term for the benefit of our clients and the communities in which we invest.
The name change will have no effect on the way First Sentier Investors manages funds.
Fund names will change over time. Funds will be transitioned to align with the new brand as part of scheduled PDS updates. We expect all fund and brand names to be aligned by mid-2020.
The name change has occurred to reflect our new ownership under MUFG. The fund names and brand name will change during scheduled PDS updates.
Advisers can find PDS on our corporate website
First Sentier Investors funds will be available under their current CFS fund names, until we notify advisers and licensees of further updates.
Retail investors will be notified when the name changes by their financial advisers.
Existing funds will continue to be available on all existing platforms.
At this stage financial advisers do not need to make any changes. When fund names change, you and your licensee will be notified of the new names and any other changes.
For more information about First Sentier Investors visit our website or speak to your Business Development Manager.
You cannot invest in First Sentier Investors funds directly. All the products managed by First Sentier Investors are available through financial advisers. Please contact your financial adviser for more information or visit our website to learn more.
If you are an adviser, you can contact your Business Development Manager or key account manager directly. If you are an investor, please visit our website.
The contact details for First Sentier Investors in Australia are as follows:
Office address: Level 5 Tower 3, 300 Barangaroo Avenue, Barangaroo, NSW 2000, Australia