CFS funds move to First Sentier branding
Following its rebrand last year, Colonial First State (CFS) fund names will finally be phased out this month and all funds will be labelled as First Sentier Investors.
First Sentier said there had been a long delay in announcing the fund name changes as the firm wanted them to align with the new brand as part of scheduled updates to product disclosure statements (PDS).
The CFS brand had been in use since 1989 until it was changed following the sale of the business last year from Commonwealth Bank to Mitsubishi UFJ Trust and Banking Corporation.
In total, some 29 funds would have their name changed across equities, fixed income, infrastructure and multi-asset solutions including those run by Stewart Investors and FSSA Investment Managers. The eight funds run by Realindex Investments would remain unchanged.
There would be no change to the investment teams or management of the funds and CFS remained the platform provider for First Sentier.
New names under First Sentier branding
|
Current name |
New name |
|
CFS Wholesale Australian Share |
First Sentier Wholesale Australian Share |
|
CFS Wholesale Geared Share |
First Sentier Wholesale Geared Share |
|
CFS Wholesale Concentrated Australian Share |
First Sentier Wholesale Concentrated Australian Share |
|
CFS Wholesale Imputation |
First Sentier Wholesale Imputation |
|
CFS Wholesale Australian Small Companies |
First Sentier Wholesale Australian Small Companies |
|
CFS Australian MidCap |
First Sentier Australian MidCap |
|
CFS Wholesale Developing Companies |
First Sentier Wholesale Developing Companies |
|
CFS Wholesale Future Leaders |
First Sentier Wholesale Future Leaders |
|
CFS Equity Income |
First Sentier Equity Income |
|
CFS Wholesale Equity Income |
First Sentier Wholesale Equity Income |
|
CFS Wholesale Target Return Income |
First Sentier Wholesale Target Return Income |
|
CFS Wholesale Global Listed Infrastructure Securities |
First Sentier Wholesale Global Listed Infrastructure Securities |
|
CFS Global Listed Infrastructure Securities- Class A |
First Sentier Global Listed Infrastructure Securities- Class A |
|
CFS Wholesale Global Property Securities |
First Sentier Wholesale Global Property Securities |
|
CFS Wholesale Property Securities |
First Sentier Wholesale Property Securities |
|
CFS Wholesale Geared Global Property Securities |
First Sentier Wholesale Geared Global Property Securities |
|
CFS Wholesale Australian Bond |
First Sentier Wholesale Australian Bond |
|
CFS Wholesale Global Credit Income |
First Sentier Wholesale Global Credit Income |
|
CFS Wholesale Diversified Fixed Interest |
First Sentier Wholesale Diversified Fixed Interest |
|
CFS Wholesale Strategic Cash |
First Sentier Wholesale Strategic Cash |
|
CFS Wholesale Conservative |
First Sentier Wholesale Conservative |
|
CFS Wholesale Balanced |
First Sentier Wholesale Balanced |
|
CFS Wholesale Diversified |
First Sentier Wholesale Diversified |
|
CFS Wholesale High Growth |
First Sentier Wholesale High Growth |
|
CFS Multi-asset Real Return-Class A |
First Sentier Multi-asset Real Return-Class A |
|
CFS Asian Growth – Class A |
FSSA Asian Growth |
|
CFS Global Emerging Market Focus – Class A |
FSSA Global Emerging Market Focus |
|
Stewart Investors Worldwide Leaders |
Stewart Investors Wholesale Worldwide Leaders Sustainability |
|
Stewart Investors Wholesale Worldwide Sustainability – Class A |
Stewart Investors Wholesale Worldwide Sustainability |
AUTHOR
Laura Dew
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