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First State Investments is part of Colonial First State Global Asset Management (CFSGAM), the asset management business of the Commonwealth Bank of Australia. CFSGAM has funds under management of AUD 152.9 billion1 with investment offices in Sydney, London, Edinburgh, Singapore, Hong Kong and Indonesia.
The Commonwealth Bank of Australia is an international financial services company listed on the Australian Stock Exchange and one of the largest banks in Australia.
In Singapore, First State Investments offers a range of retail unit trusts that includes global and regional funds, as well as specialist sector funds. These include award-winning funds such as First State Singapore Growth Fund, First State Regional China Fund and First State Asia Innovation and Technology Fund2. Mercer Investment Consulting has also rated First State Asian Growth Fund, First State Regional China Fund, First State Dividend Advantage and First State Global Resources 5 stars3.
1Funds under management are based on 30 June 2008 figures
2 For a full list of awards, please refer to www.firststateasia.com
3The rating is provided for general information only. Research view may be downloaded from MercerFundWatch.com
Investment Approach And Philosophy
At First State Investments, we are active, fundamental investors. We aim to create wealth over the medium to long term by applying an active and disciplined approach to investing in quality assets. We use a 'bottom-up' approach to stock selection, placing emphasis on high quality proprietary research in addition to making direct contact with the companies in which we invest. We focus on investing in companies with sustainable earnings per share (EPS) growth, high quality attributes and sensible valuations.
Unit Trusts You Can Invest In:
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First State Bridge
Launch Date:
2 Jun 2003 |
Aims to provide investors with an annual distribution and medium-term capital stability from investments in equities and fixed income securities. This Fund is focused on the Asia Pacific ex-Japan region. |
Minimum
S$1,000
Subsequent
S$100
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1.25%
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OA/SA
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First State Dividend Advantage
Launch Date:
16 Nov 2004 |
The Fund invests all or substantially all of its assets in the First State Asian Equity Plus Fund. The underlying fund invests primarily in securities in Asia Pacific ex Japan region. Companies are selected based on their high dividend yields and potential for long-term capital appreciation. |
Minimum
S$1,000
Subsequent
S$100
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1.50%
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OA
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First State Global Balanced Fund
Launch Date:
6 Feb 1995* |
An actively managed, blended portfolio consisting of equity and fixed income instruments in accordance with CPF investment guidelines |
Minimum
S$1,000
Subsequent
S$100
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1.25%
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OA/SA
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First State Global Opportunities Fund
Launch Date:
15 Jul 1998 |
Invests primarily in the securities of up to 100 worldwide growth companies |
Minimum
S$1,000
Subsequent
S$100
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1.50%
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OA
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First State Regional China Fund
Launch Date:
27 Sep 1993 |
Investments in or of companies with either assets in, or revenues derived from, the People's Republic of China, Hong Kong S.A.R. and Taiwan |
Minimum
S$1,000
Subsequent
S$100
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1.50%
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OA
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First State Regional India Fund
Launch Date:
18 Jul 1994 |
Companies listed on the stock exchanges of the Indian sub-continent including India, Pakistan, Bangladesh and Sri Lanka
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Minimum
S$1,000
Subsequent
S$100
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1.50%
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First State Asian Growth Fund
Launch Date:
17 Sep 1984 |
Primarily in companies listed in the Asia ex-Japan region region.
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Minimum
S$1,000
Subsequent
S$100
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1.50%
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OA
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First State Singapore Growth Fund
Launch Date:
Jul 1969 |
Primarily in companies listed on the Singapore and Malaysian markets |
Minimum
S$1,000
Subsequent
S$100
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1.50% |
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CPFIS = CPF Investment Scheme
OA/SA = Using funds from CPF Ordinary Account / CPF Special Account
Apply Now
Visit any UOB Group Branch to find out more about these unit trusts. UOB Personal Bankers will advise you on the documents required for investment. You can also check out the fund fact sheets and our daily unit trust prices
Contact Us
For queries or comments, please:
- Call us at 1800 222 2121 (24-hour, toll-free)
- Email us
Note: The information provided herein is strictly for general information only and should not be considered as an offer, or solicitation, to deal in any of the unit trusts mentioned herein. Investors may wish to seek advice from a financial adviser before making a commitment to invest in units of the relevant fund. In the event that an investor chooses not to seek advice from a financial adviser, the investor should consider whether the fund is suitable for him. Investments in the unit trusts are not deposits or other obligations of, or guaranteed or insured by the Investment Manager or United Overseas Bank Group. Investments are subject to investment and foreign exchange risks, including the possible loss of the principal amount invested. The value of the units and the income from them may fall as well as rise. The Investment Manager's past performance is not indicative of its future performance. Any forecast made is not necessarily indicative of future or likely performance of the unit trusts. All applications for units in the unit trusts must be made on the application forms accompanying the relevant prospectuses. Investors should read the prospectuses for details.
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