First State Investments is the wholly owned investment management division of the Commonwealth Bank of Australia (CBA), one of Australia’s largest financial organisations. Managing retail and institutional investments globally through an active investment approach, combined with high service standards has allowed us to attract over £30 billion in funds under management and more than 500,000 investors worldwide (as at 31 March 2002). Firmly established in Australasia and South East Asia, we have plans to aggressively grow our business in the UK and Europe and the US. We believe the reasons for our success in Australia can be replicated here: excellent fund performance, dedication to the IFA community, speed of product to market and the use of superior technological solutions to drive service results.
Our investment philosophy focuses on earnings per share growth and hence, in stylistic terms, we exhibit a growth bias. Instead of following global trends or concentrating on identifying secular themes, our primary task is to research companies and industries, take a view on their prospects and make an informed investment decision based on thorough research and a company’s corporate attributes. This philosophy has served us well in Australia and we believe will enable us to build upon our reputation in the UK. The bottom-up nature of our methodology allows us to identify quality companies in our own investment universe. Our distinctive disciplined proprietary equity research process is founded on our global sector analyst teams who have gained significant industry experience that allows them unique insight into the companies that they cover. Linked to this research resource are the individual product management teams who undertake additional research and make final stock selection decisions.
Provided by First State Investments (UK) Limited, May 2002
| Initial Sales Charge | Our Discount | Exceptions |
|---|---|---|
| Up to 4.00% | Up to 3.00% | - |
Key Features Document
Click here to view the Key Features Document for the funds available from the Fund manager.