At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit, and structured products.
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Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
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Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.
Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.
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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies
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SFDR disclosures for Article 9 funds
This information relates to the Stewart Investors Asia Pacific Leaders Fund, Stewart Investors Asia Pacific All Cap Fund, Stewart Investors Indian Subcontinent All Cap Fund, Stewart Investors European All Cap Fund, Stewart Investors Global Emerging Markets (ex China) Leaders Fund, Stewart Investors Global Emerging Markets Leaders Fund, Stewart Investors Global Emerging Markets All Cap Fund, Stewart Investors Worldwide Leaders Fund and Stewart Investors Worldwide All Cap Fund (the “Funds”).
The sustainable investment objective of the Funds is to invest in companies which both contribute to, and benefit from, sustainable development, achieving positive social and environmental outcomes. All investee companies contribute to improving human development, while many also contribute to positive environmental outcomes.
We assess positive social outcomes by reference to the below human development pillars. We have developed these human development pillars, by reference to, amongst other things, the UN Human Development Index.
We assess positive environmental outcomes by reference to the climate solutions developed by Project Drawdown*, a non-profit organisation that has mapped, measured and modelled over 90 different climate solutions that it believes will contribute to reaching ‘drawdown’, i.e. the future point in time when levels of greenhouse gases in the atmosphere stop climbing and start to steadily decline.
Positive social outcomes
We assess positive social outcomes by reference to the below human development pillars. The investment manager developed these human development pillars, by reference to, amongst other things, the UN Human Development Index.
- Health and well-being – access to safe, affordable and nutritious food, medical care, and hygiene products
- Physical infrastructure – access to reliable, affordable and safe energy, housing, water and sanitation
- Economic welfare – access to productive employment, financial services, and material necessities
- Opportunity and empowerment – access to education and training, information and communication technologies, and transport and logistics
Visit the Portfolio Explorer tool to find out more about the pillars and the diverse contributions companies are making to human development.
Positive environmental outcomes
We assess positive environmental outcomes by reference to the climate solutions developed by Project Drawdown*, a non-profit organisation that has mapped, measured and modelled over 90 different climate solutions that it believes will contribute to reaching ‘drawdown’, i.e. the future point in time when levels of greenhouse gases in the atmosphere stop climbing and start to steadily decline.
Below is a list of climate solutions captured in eight broader categories together with corresponding examples we believe lead to positive environmental outcomes:
- Food system - Sustainable farming, food production and distribution of food-related products and services
- Energy - adoption of renewable energy and other clean energy and related technologies
- Circular economy and industries - improved efficiency, reduced waste, and new business models for closing resource loops in linear value chains and production processes
- Human development - Advancement of human rights and education that drive environmental conservation and sustainable use of resources
- Transport - efficient transport technologies and growth in fossil fuel free transportation options
- Buildings - products and services which reduce the environmental footprint of the built environment, including energy efficiency, electrification, improved design, and use of alternative materials
- Water - less energy intensive methods for treating, transporting and heating water
- Conservation and restoration - supporting deforestation free and environmentally regenerative supply chains, operations and end of life impacts
Not every company will necessarily map to an environmental solution.
Visit our Portfolio Explorer tool to find out more about the solutions and the diverse contributions companies are making to climate change.
Company contribution assessment
In assessing whether a company ‘contributes to, and benefits from’ sustainable development, we will consider whether:
- there is either a direct or enabling** link between the activities of the company and the achievement of a positive social or environmental outcome;
- the company can benefit from any contribution to positive social or environmental outcomes through revenue or growth drivers inherent in the company’s business model, strategic initiatives that are backed by research and development or capital expenditure, or from the company’s strong culture e.g. for equity and diversity; and
- the company recognises potential negative social or environmental outcomes associated with its product or services and works towards minimising such outcomes (e.g., a company that sells affordable nutritious food products in plastic packaging, but is investigating alternative packaging options).
How did the sustainability indicators perform?
Companies can contribute in many different ways to a better future for people and planet. To align with their bottom-up investment approach, we provide descriptions, on our Portfolio Explorer tool, on how we believe each company is contributing towards sustainable development.
Users can explore the stories of individual companies organised by the diverse contributions they make including towards human development pillars and climate solutions. The holdings information is updated on a quarterly basis.
Fund level reporting to 31 March 2025
The SFDR Level 2 reporting template for each of our Article 9 funds is available in a standalone document and also within the First Sentier Investors Global Umbrella Fund plc Annual Report. The social and environmental outcomes for the Funds are below:
Source for analysis and mapping: Stewart Investors investment team, company data and © 2014–2025 Project Drawdown (drawdown.org) as at 31 March 2025.
Contributions are either direct (directly attributable to products, services or practices provided by that company) or enabling (supported or made possible by products or technologies provided by that company). More information is available on Portfolio Explorer.
Glossary
Sustainable investment means an investment in an economic activity that contributes to an environmental or social objective, provided that the investment does not significantly harm any environmental or social objective and that the investee companies follow good governance practices.
Sustainability indicators measure how the environmental or social characteristics promoted by the financial product are attained.
* Any reference to Project Drawdown is to describe the publicly available materials utilised by Stewart Investors in formulating its sustainability analysis. It is not intended to be, and should not be, read as constituting or implying that Project Drawdown has reviewed or otherwise endorsed the Stewart Investors sustainability assessment framework.
**A direct link would arise where the goods an entity produces or the services it provides are the primary means through which the positive social or environmental outcome can be achieved (e.g. solar panel manufacturers or installers).
An enabling link would arise if the goods a company produces or services it provides enable other companies to contribute towards the achievement of the positive social or environmental outcome (e.g. manufacturers of critical components that are used as inputs in the manufacture of solar panels).
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