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22nd October 2015

Changes to First State fund names

First State Stewart Investors

In March, we informed you that First State Stewart, the team that runs First State Investments' GEM, Asia and global equity mandates, was to be split into two investment teams on 1st July 2015; one based in Edinburgh (Stewart Investors), and the other in Hong Kong (First State Stewart Asia). First State believed that, by forming two smaller investment divisions, both teams would get greater flexibility.

Now, subject to regulatory approval, the funds run by the Stewart Investors team in Edinburgh, will have a name change to better distinguish them, and the brand, from other First State products. All funds managed by other investment teams within the company are unaffected and the investment philosophy and process remain the same.

The name changes will take place on 2nd November 2015 and will be shown as such on the Elite Rated fund notes on the FundCalibre website.

Current fund name Elite Rated New fund name
First State Asia Pacific Fund Stewart Investors Asia Pacific Fund
First State Asia Pacific Leaders Fund Yes Stewart Investors Asia Pacific Leaders Fund
First State Asia Pacific Sustainability Fund Yes Stewart Investors Asia Pacific Sustainability Fund
First State Global Emerging Markets Fund Stewart Investors Global Emerging Markets Fund
First State Global Emerging Markets Leaders Fund Yes Stewart Investors Global Emerging Markets Leaders Fund
First State Global Emerging Markets Sustainability Fund Stewart Investors Global Emerging Markets Sustainability Fund
First State Indian Subcontinent Fund Yes Stewart Investors Indian Subcontinent Fund
First State Latin America Fund Yes Stewart Investors Latin America Fund
First State Worldwide Equity Fund Stewart Investors Worldwide Equity Fund
First State Worldwide Leaders Fund Stewart Investors Worldwide Leaders Fund
First State Worldwide Sustainability Fund Stewart Investors Worldwide Sustainability Fund


Please note that Elite Rated First State Greater China Growth and First State Global Listed Infrastructure funds are unaffected by these changes and the names remain as they are.


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