First Sentier Investors’ Wholesale Developing Companies Fund and Wholesale Future Leaders Fund receive 'Recommended' rating

Zenith Investment Partners has rated both the First Sentier Investors’ Wholesale Developing Companies Fund and First Sentier Investors' Wholesale Future Leaders Fund, 'Recommended' in its first ratings coverage of the funds.

In its assessment, Zenith said that senior portfolio managers of the funds, Tim Canham and Wik Farwerck, “have the requisite experience to successfully manage the funds”. Zenith also cited the pair's “long working tenure, which we believe ensures consistency in the application of the longstanding investment approach and philosophy.”

The First Sentier Investors’ Wholesale Developing Companies Fund invests in a portfolio of Australian listed companies with a market capitalisation of less than $500 million at the time of initial investment. The First Sentier Investors' Wholesale Future Leaders Fund invests in a portfolio of Australian listed companies with a market capitalisation of more than $200 million at the time of initial investment, but outside of the S&P/ASX 50 Index.

“The smaller end of the market provides investors with the opportunity to share in the success of quality Australian companies. We also appreciate our role of providing valuable capital to growing Australian companies, in order for them to achieve their goals. It's pleasing to see our Developing Companies and Future Leaders Funds receive a Recommended rating, which will help support their ongoing growth and increase awareness among clients," Canham said.

First Sentier Investors First Sentier Investors’ Wholesale Developing Companies Fund and Wholesale Future Leaders Fund Launched on 05 March 2021 Designed for wholesale investors. Find out more This report is informational only in nature. Industry Moves neither recommends nor endorses this product/service.