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Colonial First State Global Asset Management (including First State Investments)

PRI reporting framework 2016

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Overview

LEI 01. Breakdown by passive, quantitative, fundamental and other active strategies

01.1. Provide a breakdown of your internally managed listed equities by passive, active - quantitative (quant), active - fundamental and active - other strategies.

Percentage of internally managed listed equities

4.2 Passive
8.7 Active - quantitative (quant)
87.1 Active - fundamental and active - other
Total 100%

01.2. Additional information. [Optional]

Active quantitative refers to our smart beta business RealIndex. The Realindex Funds combine four individual fundamental measures of a company‚Äôs economic size (sales, cash flow, book value and dividends) to create a portfolio. Realindex portfolios include additional factors such as quality of earnings and debt coverage, as well as quarterly rebalancing.

Passive refers to our Core Australian equities team market cap weighted passive funds. 


LEI 02. Reporting on strategies that are <10% of actively managed listed equities

02.1. For strategies that account for less than 10% of your internally managed listed equities, indicate if you would still like to report your activities.

Report on strategies that represent <10% of internally managed listed equity holdings

Passive strategies

02.2. Additional information. [Optional]


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