First State Mutual Funds List
Here you can find all mutual funds issued by First State and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.95%
- Avg. 1 Year Return
- 5.32%
- Avg. 5 Year Return
- 4.93%
- Median Risk/Return Score
- 6 / 100
First State Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| First Sentier Global Listed Infrastructure Fund | Energy Equities | Feb 27, 2017 | 0.95% | 8.39% | — | 0.00% | 6 |
Explore top First State Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best First State Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| First Sentier Global Listed Infrastructure Fund | 6 | — | Feb 2017 |
Best-Performing First State Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| First Sentier Global Listed Infrastructure Fund | 4.93% | — | Feb 2017 |
Lowest-Cost First State Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| First Sentier Global Listed Infrastructure Fund | 0.95% | — | Feb 2017 |
Highest-Yield First State Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| First Sentier Global Listed Infrastructure Fund | 0.00% | — | Feb 2017 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.