First Sentier Concentrated Aus Shr
PIM0760AU
First Sentier Concentrated Aus Shr PIM0760AU Strategy
The Fund’s investment strategy is based on the belief that, over the medium-to-long term, stock prices are driven by the ability of management to generate excess returns over their cost of capital in their chosen industry. The Fund invests in a concentrated selection of high quality companies with strong balance sheets and earnings in the S&P/ASX 300 Accumulation Index. The Fund may use derivatives for efficient portfolio management as well as risk management purposes.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Listed Investment Companies monthly performance: October 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,899.30 | 6.50 | -0.07% |
| CAC 40 | 8,025.80 | 66.13 | 0.83% |
| DAX 40 | 23,464.63 | 225.45 | 0.97% |
| Dow JONES (US) | 47,112.45 | 664.18 | 1.43% |
| FTSE 100 | 9,609.53 | 74.62 | 0.78% |
| HKSE | 26,012.34 | 117.79 | 0.45% |
| NASDAQ | 23,025.59 | 153.59 | 0.67% |
| Nikkei 225 | 49,609.61 | 950.09 | 1.95% |
| NZX 50 Index | 13,562.01 | 81.58 | 0.61% |
| S&P 500 | 6,765.88 | 60.76 | 0.91% |
| S&P/ASX 200 | 8,606.50 | 9.50 | -0.11% |
| SSE Composite Index | 3,876.91 | 6.89 | 0.18% |