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

PRI reporting framework 2017

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

01.1. パッシブ、クオンツ、ファンダメンタル、その他のアクティブ戦略別に組織内で運用している上場株式の内訳を記載してください。

5.1 パッシブ
11.1 アクティブ – 定量的(クオンツ)
83.8 アクティブ – ファンダメンタルおよびその他のアクティブ戦略
組織内で運用する上場株式の合計 100%

01.2. 補足情報。 [任意]

Active quantitative refers to our joint venture smart beta business RealIndex. The Realindex Funds combine four individual fundamental measures of a company's 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. 組織内で運用する上場株式の10%未満を占める戦略について、報告していただけるかどうかを記載してください。



02.2. 補足情報。 [任意]