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.

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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

 




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