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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

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Important Note Click to maximise

Please read the following important information for FSSA Asia Opportunities Fund

    •     The Fund invests primarily equity or equity-related securities in Asian Region (excluding Australia, New Zealand and Japan).

    •     The Fund’s investments may be concentrated in a single sector, country, specific region or small numbers of countries /companies which may have higher volatility or greater loss of capital than more diversified portfolios.

    •     The Fund invests in emerging markets which may have increased risks than developed markets including liquidity risk, currency risk/control, political and economic uncertainties, high degree of volatility, settlement risk and custody risk.

    •     The Fund may expose to China market risk including repatriation risk, uncertainties to PRC taxation policies and risks associated with StockConnects, RQFII, SME board, the ChiNext market and/or the STAR board. The Fund may also expose to RMB currency and conversion risk.

    •    Investing in securities of small/mid-capitalisation companies may have lower liquidity and more volatile prices to adverse economic developments.

    •    The Fund may use FDIs for hedging and efficient portfolio management purposes, which may subject the Fund to additional liquidity, valuation, counterparty and over the counter transaction risks.

    •   It is possible that a part or entire value of your investment could be lost. You should not base your investment decision solely on this document. Please read the offering document including risk factors for details.

Stewart Investors

Stewart Investors

Prices & performance
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Strategy Overview

Key Facts

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Source: Lipper, Nav-Nav (with dividend reinvested where applicable)
Acc represents share class with dividends accumulated. M Dist represents share class with monthly distribution of dividends.  H Dist represents share class with half-yearly distribution of dividends.  Q Dist represents share class with quarterly distribution of dividends.  Dividends are not guaranteed and may be paid out of capital. All prices are for indication only. For detail, please refer to the Fund’s factsheet for further details including investment objective & strategy, asset allocation, top 10 holdings, comparison with benchmark (if any) and disclosure.

With effect from 22 September 2020, First State Investments was rebranded to First Sentier Investors. The names of the funds were also rebranded, please view the full list of the fund name changes: Hong Kong Unit Trust (HKUT) / First Sentier Investors Global Umbrella Fund (VCC).

Stewart Investors manage investment portfolios on behalf of clients over the long term and have held shares in some companies for over 20 years.

They launched their first investment strategy in 1988. For over three decades they have applied the same investment philosophy consistently across all investment strategies.

One philosophy – two teams

Stewart Investors like small teams. They help to cultivate a sense of belonging, collective ownership and individual responsibility best suited to their style of investing. They have two investment teams:

St Andrews Partners
Sustainable Funds Group

Both teams share the same investment philosophy, which is based on long-term investing in good-quality companies, but each does things slightly differently when it comes down to the details.

Stewart Investors is part of the First Sentier Investors group but operates with discrete investment autonomy, according to its investment philosophy. 

Stewardship

Careful, considered and responsible management of our clients’ funds

Quality

Investing in quality companies with sound growth prospects and strong management teams.

Experience

Applying the same investment philosophy since 1988

 

At Stewart Investors there are two teams,  St Andrews Partners and the Sustainable Funds Group. Both teams share the same investment philosophy. 

St Andrews Partners

St Andrews Partners is an Edinburgh-based team of investors focused on global emerging market equities. They have a long history of investing in emerging market portfolios since 1992.

Visit Stewart Investors website for more information >

Sustainable Funds Group

The Sustainable Funds Group is a small team of passionate investors managing, on behalf of their clients, investment portfolios with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.

Visit Stewart Investors website for more information >

Stewardship

Stewardship – it’s one of those financial industry words that means different things to different people. Stewart Investors acknowledge that, but it’s a word that they've been using from the very start and they want to stick with it. But what do they mean by it? 

Good stewards are more than good managers. They’re more than good leaders. They’re custodians who understand and carry out their responsibilities with integrity and respect for the people who rely on them and on whom they rely, and for the society around them.

 

Investment philosophy

The core investment philosophy has been in place since 1988 and has remained unchanged since then. It is founded on the principle of good stewardship, by which they mean careful, considered and responsible management of clients’ funds.

Insights and resources

Read about the companies we invest in, our current thinking on the investment world, including sustainability, and what we have learned from investment trips