Which super funds hold FIRST SENTIER INVESTORS?
As at 31 December 2025, 14 Australian super investment options in our dataset held FIRST SENTIER INVESTORS, the largest weighting being 0.04% in Unlisted Assets (Accumulation) (Australian Retirement Trust).
Options holding it
14
Largest weighting
0.04%
Unlisted Assets (Accumulation) · Australian Retirement Trust
Australian super investment options disclosing a holding in FIRST SENTIER INVESTORS. Figures aggregate each option's disclosed line items for this security, as at each option's own reporting date.
| Fund | Phase | Option | Weighting | Value (AUD) | As at |
|---|---|---|---|---|---|
| Australian Retirement Trust | Accumulation | Lifecycle High Growth Pool (Accumulation) | 0.02% | $11,457,572 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Lifecycle Balanced Pool (Accumulation) | 0.02% | $4,411,694 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified High Growth (Accumulation) | 0.02% | $4,394,826 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Balanced (Accumulation) | 0.02% | $3,793,933 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Balanced Risk-Adjusted (Income) | 0.02% | $3,160,197 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Balanced Risk-Adjusted (Accumulation) | 0.02% | $2,067,938 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Balanced (Income) | 0.02% | $1,166,761 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Conservative-Balanced (Income) | 0.01% | $1,013,244 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Conservative-Balanced (Accumulation) | 0.01% | $870,620 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified Conservative (Income) | 0.01% | $864,310 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Diversified Conservative (Accumulation) | 0.01% | $860,190 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Diversified High Growth (Income) | 0.02% | $363,746 | 31 December 2025 |
| Australian Retirement Trust | Accumulation | Unlisted Assets (Accumulation) | 0.04% | $230,470 | 31 December 2025 |
| Australian Retirement Trust | Retirement | Asset-class Unlisted Assets (Income) | 0.04% | $111,572 | 31 December 2025 |
This page surfaces figures disclosed by the funds themselves under Portfolio Holdings Disclosure (Schedule 8D), each as at the date shown. It is factual disclosure information, not financial advice or a recommendation.
Methodology — how holdings are sourced, resolved and aggregated.