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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies
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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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Fund reporting
ESG/sustainability reporting
This information relates to the Stewart Investors Asia Pacific and Japan Sustainability Fund, Stewart Investors Asia Pacific Leaders Sustainability Fund, Stewart Investors Asia Pacific Sustainability Fund, Stewart Investors Indian Subcontinent Sustainability Fund, Stewart Investors Global Emerging Markets Sustainability Fund, Stewart Investors Worldwide Leaders Sustainability Fund and Stewart Investors Worldwide Sustainability Fund (the “Funds”)
The Funds listed above and shown below pursue responsible or sustainable investment strategies and/or pursue ESG/sustainability characteristics, themes or outcomes. For these Funds the manager aims to make information readily available on how well the Fund is meeting its stated objectives on an ongoing basis to enable investors to monitor whether their expectations are being met. The regulatory environment for these types of funds is rapidly developing and we expect our disclosures to develop over time in light of the changing regulatory landscape.
These Funds seek to achieve long-term capital appreciation by investing in companies which both contribute to and benefit from sustainable development, achieving positive social and environmental sustainable outcomes. The Funds only invest in companies that are sustainable investments which contribute to an environmental and/or social objective. The contribution of the Funds’ investments to the environmental and social objectives are assessed by reference to two framework indicators – the manager’s human development pillars and Project Drawdown climate change solutions.
Human development pillars
The manager has determined 10 broad pillars which they believe encapsulate the essence of human development and which can be mapped to companies. Each investee company must be contributing in a tangible way to at least one of the following pillars:
- Nutrition
- Healthcare and hygiene
- Water and sanitation
- Energy
- Housing
- Employment
- Finance
- Standard of living
- Education
- Information
Climate change solutions
Project Drawdown is a non-profit organisation, founded in 2014, which has mapped, measured and modelled over 80 different solutions to global warming, with the ultimate goal of reaching drawdown – i.e. the point in the future when emissions stop increasing and start to steadily decrease. Each Fund investment is mapped by the manager against the c.80 solutions (which are captured in eight broader solutions of Buildings, Circular economy / industry, Conservation / restoration, Energy, Food system, Human development, Transport and Water). The manager’s focus is on whether the companies themselves are making a meaningful contribution and will have meaningful involvement with the delivery of any of those solutions. Where the companies in which the Fund invests do contribute to any of the solutions, they will be involved in making products and delivering services directly, by enabling/supporting those solutions, or indirectly.
These frameworks, alongside the manager’s own bottom-up analysis, lean on measurable and reportable outcomes as evidence for determining a company’s meaningful contribution to sustainable development.
Meaningful company contribution:
- Demonstrates a clear link to the underlying issue and solution, including whether the contribution is direct, enabling/supporting or indirect.
- Is relevant for the company either as a revenue/growth driver, as strategic initiatives backed by research and development or capital expenditure, or a function of strong culture or behaviours and ‘how they do things’ e.g. for equality and diversity.
- Recognises negative impacts from the company, including contradictions and risks of perverse outcomes.
Companies can contribute in many different ways to a better future for people and planet. To align with their bottom-up investment approach, the manager provides descriptions on their website, via their interactive Portfolio Explorer tool, on how they 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. This information is updated on a quarterly basis.
In addition, the data and charts below provide a summary of the social and environmental outcomes for each Fund. This information will be updated biannually.
Fund level reporting to 31 December 2021
Stewart Investors Asia Pacific & Japan Sustainability Fund
- As at 31 December 2021, the Fund held 57 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, companies were contributing towards 146 pillars.
- 31 companies (54%) were contributing towards climate change solutions. These companies were contributing towards 28 different solutions and 88 solutions in total.
The social and environmental outcomes for the Fund is provided in the charts below.
Stewart Investors Asia Pacific Leaders Sustainability Fund
- As at 31 December 2021, the Fund held 45 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, companies were contributing towards 126 pillars.
- 26 companies (58%) were contributing towards climate change solutions. These companies were contributing towards 26 different solutions and 80 solutions in total.
The social and environmental outcomes for the Fund is provided in the charts below.
Stewart Investors Asia Pacific Sustainability Fund
- As at 31 December 2021, the Fund held 60 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, companies were contributing towards 157 pillars.
- 35 companies (58%) were contributing towards climate change solutions. These companies were contributing towards 29 different solutions and 100 solutions in total.
The social and environmental outcomes for the Fund is provided in the charts below.
Stewart Investors Global Emerging Markets Sustainability Fund
- As at 31 December 2021, the Fund held 53 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, companies were contributing towards 145 pillars.
- 30 companies (57%) were contributing towards climate change solutions. These companies were contributing towards 29 different solutions and 75 solutions in total.
The social and environmental outcomes for the Fund is provided in the charts below.
Stewart Investors Indian Subcontinent Sustainability Fund
- As at 31 December 2021, the Fund held 41 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, companies were contributing towards 114 pillars.
- 23 companies (56%) were contributing towards climate change solutions. These companies were contributing towards 34 different solutions and 63 solutions in total.
The social and environmental outcomes for the Fund is provided in the charts below.
Stewart Investors Worldwide Leaders Sustainability Fund
- As at 31 December 2021, the Fund held 40 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, companies were contributing towards 102 pillars.
- 27 companies (68%) were contributing towards climate change solutions. These companies were contributing towards 27 different solutions and 71 solutions in total.
The social and environmental outcomes for the Fund is provided in the charts below.
Stewart Investors Worldwide Sustainability Fund
- As at 31 December 2021, the Fund held 48 companies.
- All companies (100%) were contributing to at least one human development pillar and, in total, companies were contributing towards 114 pillars.
- 31 companies (65%) were contributing towards climate change solutions. These companies were contributing towards 31 different solutions and 90 solutions in total.
The social and environmental outcomes for the Fund is provided in the charts below.
Source for analysis and mapping: Stewart Investors investment team, company data and © 2014–2022 Project Drawdown (drawdown.org) as at 31 December 2021.
Contributions are defined by the team as demonstrable contributions to any solution, either direct (directly attributable to products, services or practices provided by that company), enabling (supported or made possible by products or technologies provided by that company) or indirectly (companies that are involved in and around the solution). Indirect contributions are relevant for climate solutions only. More information is available on the manager’s website - stewartinvestors.com/all/sustainable-funds-group/introducing-portfolio-explorer/portfolio-explorer.
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Copyright © First Sentier Investors (Australia) Services Pty Ltd 2022, (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG.)
In the EU: This is a marketing communication. The fund(s) mentioned here may or may not be registered for marketing to investors in your location. If registered, marketing may cease or be terminated in accordance with the terms of the EU Cross Border Distribution Framework. Copies of the prospectus (in English and German) and key investor information documents in English, German, French, Danish, Spanish, Swedish, Italian, Dutch, Norwegian and Swedish, along with a summary of investors' rights are available free of charge at firstsentierinvestors.com
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