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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Is there still a case for active management?
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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 | 8,894.20 | 5.90 | 0.07% |
| CAC 40 | 8,083.54 | 8.93 | 0.11% |
| DAX 40 | 23,771.24 | 60.38 | 0.25% |
| Dow JONES (US) | 47,474.46 | 185.13 | 0.39% |
| FTSE 100 | 9,692.36 | 9.44 | -0.10% |
| HKSE | 25,760.73 | 334.32 | -1.28% |
| NASDAQ | 23,413.67 | 137.75 | 0.59% |
| Nikkei 225 | 49,864.68 | 561.23 | 1.14% |
| NZX 50 Index | 13,582.54 | 79.77 | 0.59% |
| S&P 500 | 6,829.37 | 16.74 | 0.25% |
| S&P/ASX 200 | 8,595.20 | 4.90 | 0.06% |
| SSE Composite Index | 3,878.00 | 19.71 | -0.51% |