At Stewart Investors, we believe in putting people first. Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.
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Strategy Overview
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* This is an annualised interest rate from the past seven days. For actual performance for our Cash Funds, please view the performance page.
Strategy Overview
Key Facts
An unwavering focus on responsible investment
“We look for infrastructure companies that can contribute to, or benefit from, sustainable development as defined by the UN Sustainable Development Goals”.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager
Infrastructure companies are leading a global shift to cleaner energy, next-gen transport networks and increasing mobile connectivity. The First Sentier Responsible Listed Infrastructure Fund is a high-conviction portfolio with an unwavering focus on responsible investment and positive, long-term outcomes.
The First Sentier Responsible Listed Infrastructure Fund has been certified by the Responsible Investment Association Australasia according to the strict operational and disclosure practices required under the Responsible Investment Certification Program.
See www.responsiblereturns.co.nz for details.1
Why invest in Responsible Listed Infrastructure?
Drive positive change - The strategy invests in infrastructure companies that can contribute to or benefit from sustainable development.
Long-term focus - A sustainability lens can provide important insights into long term risks and potential rewards for investors.
Attractive performance – Incorporating sustainability criteria in the investment process can help deliver positive risk adjusted returns.
Inflation protected income – Many infrastructure assets can increase prices in line with inflation, providing a stable and growing distribution yield over time.
Diversification - As well as low correlation with other asset classes, the portfolio itself is well diversified by sector and country, reducing exposure to event, regulatory and political risk.
Liquid and transparent - The US$3 trillion listed infrastructure market gives investors liquidity and daily pricing so investors know exactly what their portfolio is worth.
Meet the Investment team
Peter Meany
Rebecca Sherlock
Trent Koch
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1. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold a Financial Services Licence.
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