Managed Fund
wholesale

First Sentier Wholesale Geared Share Fund

First Sentier Investors

To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling 7-year periods before fees/taxes.

investment horizon
7+ years
minimum investment
$20K
growth since inception
14.46%p.a. (27+ years)
management fee
2.30%p.a.
actual performance fee
0.00%p.a.(30/06/2024)
apir: FSF0043AU
updated 3rd Jan, 25
information
name
First Sentier Wholesale Geared Share Fund
asset class
Australian Shares
currency
AUSTRALIAN DOLLAR
minimum investment
$20K
investment horizon
7+ years
geographical focus
Australia
apir
FSF0043AU
isin
AU60FSF00437
size
$1.84B(31/10/2024)
legal structure
Unit trust
domicile
Australia
inception date
15 Aug 1997(27+ years)
type
Managed Fund
performance
1 Month
-7.34%
1 Year
27.68%

First Sentier Wholesale Geared Share Fund

Trailing month end returns as of 06 Jan 2025

Performance after fees, including distributions or dividends paid

periodreturn
1 Month-7.34%
3 Months0.02%
6 Months16.51%
1 Year27.68%
2 Yearsp.a.25.81%
3 Yearsp.a.7.78%
5 Yearsp.a.13.78%
10 Yearsp.a.15.21%
Since Inceptionp.a.Aug 1997 (27+ years)14.46%

Past performance is not a guarantee of future results.

Performance data has been provided by Morningstar.

fees & pricing
total cost ratio?
2.27%p.a.(30/06/2024)
management fee?
2.30%p.a.
Performance Fee Details
actual performance fee?
0.00%p.a.(30/06/2024)
performance fee?
N/Ap.a.
Performance Fee Methodology
View the Product Disclosure Statement for a full overview of fees and charges.
Pricing
buy/sell spread?
0.50%/0.50%(16/11/2024)
entry price?
$4.57(31/12/2024)
nav?
N/A
exit price?
$4.53(31/12/2024)

Fee data has been provided by Morningstar, it may not include all costs being charged on your investment. For a full overview of fees charged you should review the  Product Disclosure Statement.

updates

update report

First Sentier Wholesale Geared Share Fund Latest Update

For the most recent results including performance for the last reporting period, please download the recent update from the manager

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Investing withFirst Sentier Investors
Since our inception in 1988, we have evolved into a global fund manager with a client base that extends across Asia, Australia, Europe and North America. We invest more than AU$228 billion on behalf of our clients globally, as at 31 December 2020.
Dushko Bajic
Head of Australian Equities GrowthFirst Sentier Investors
David Wilson
Deputy Head of Australian Equities, GrowthFirst Sentier Investors
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First Sentier Wholesale Geared Share Fund

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This material does not take into account your objectives, financial situation or
needs. Before making an investment decision you should consider the
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Livewire gives readers access to content provided by financial services professionals and companies ("Livewire Contributors”). Fund data is provided by Morningstar for personal use only. While every care has been taken in producing these numbers, neither Livewire nor Morningstar can guarantee the complete accuracy of these figures. Should you decide to invest, please read the relevant disclosure documents and consider speaking to a professional. A tax event may be realised when switching investments. Past performance is not a reliable indicator of future performance. Livewire does not operate under an Australian Financial Services Licence (AFSL) and relies on the exemption under 911A(2)(eb) of the Corporations Act 2001 in respect to any advice given. The advice on this site is general in nature and does not take into account your personal needs or objectives.