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Fund manager

First Sentier

First Sentier Investors (Australia) IM Limited

Global investment specialist with a Global Listed Infrastructure PIE fund offered to NZ investors.

Funds tracked
1
Headquarters
Sydney
First Sentier websiteRead the First Sentier review →

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Other

Infrastructure, Bitcoin and specialty income funds.

1 fund
First Sentier Global Listed Infrastructure Fund
Fee
1.03%
5y return
3.26%
Risk
5/7
PIE · capped at PIR (max 28%)Thematicbalanced

Questions about First Sentier

How many managed funds does First Sentier offer in New Zealand?▾

First Sentier runs 1 retail managed fund available to New Zealand investors, across 1 asset class: Other. Counts are taken from the FMA Disclose register.

What does First Sentier charge?▾

Annual fund charges across First Sentier's 1 fund with published data range from 1.03% to 1.03% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is First Sentier a licensed fund manager in New Zealand?▾

First Sentier operates in New Zealand as First Sentier Investors (Australia) IM Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are First Sentier's funds PIEs?▾

1 of First Sentier's 1 fund is a Portfolio Investment Entity (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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