Big news — our investment management rating just got an upgrade to ‘AA’ from ‘AA-’ by DataPro and affirmation of A+(IM) by Agusto & Co. This reflects how we are continuously improving to serve our investors better. Our funds levelled up too as Agusto & Co upgraded our First Asset Money Market Fund rating to A+ (f) (up from Aa(f)).
So, what does that mean for YOU?
It means you are investing with a firm that is getting stronger, smarter, and more disciplined. Our upgraded rating recognizes our solid performance track record, the strength of our parent financial group, and the systems we have put in place to manage investments responsibly.
We have also improved our governance and decision-making structure, with experienced professionals leading well-defined investment and risk committees. Behind the scenes, our team of seasoned investment experts constantly monitor markets, manage risks, and position portfolios to navigate volatility and capture opportunities.
At the same time, we have strengthened our risk management and compliance framework to ensure that everything we do meets global best practices. In simple terms, it means your money is being managed with discipline, transparency, and strong oversight.
Independent rating agencies — Agusto & Co and DataPro Limited — recognize these improvements. Their ratings highlight our commitment to responsible asset management, strong governance, and operational systems designed to support stable long-term performance.
But beyond the ratings, what really matters is helping you build wealth over time.
That is why we offer a range of investment plans designed for different goals — whether you are just starting your investment journey, looking to grow your portfolio, or aiming to build long-term financial security.
If you are part of the next generation of investors, this is your moment to start early and stay ahead. The earlier you begin investing, the more time your money has to grow.
Jump on the First Asset investment journey. Explore our investment plans and start building your future with a firm that is getting stronger.
Let us build wealth together.
