Worldwide Leaders Sustainability strategy
The Worldwide Leaders Sustainability strategy launched in November 2013 and transitioned to become a dedicated sustainability strategy in October 2016. The strategy is now available in New Zealand. It invests in 40-60 high-quality global companies that are particularly well positioned to contribute to, and benefit from, sustainable development.
Leaders simply means that this strategy is focused on companies with a market cap value of at least USD5 billion.
Our position on harmful and controversial products and services
Stewart Investors invests in the shares of high quality companies that are well positioned to benefit from and contribute to sustainable development.
We believe that fully incorporating sustainability considerations into our investment process is the best way to protect and grow capital for clients. As an output of our bottom-up investment process, we do not invest in companies with material exposure to harmful products and services, or who fail to discharge their environmental stewardship and human rights responsibilities. Read more here.
Articles, research and reports
This publication is provided by First Sentier Investors (Australia) IM Ltd (‘FSI AIM’ or ‘Stewart Investors’) in good faith and is designed as a summary to accompany the Product Disclosure Statement for the Stewart Investors Worldwide Leaders Sustainability Fund (‘the Fund’). The Product Disclosure Statement for the Fund is available from FSI, or Implemented Investment Solutions Limited (‘IIS’ or ‘the Issuer’) and on https://disclose-register.companiesoffice.govt.nz/ or https://iisolutions.co.nz/fund-hosting/documents-and-reporting-2/.
FSI AIM forms part of First Sentier Investors, a global asset management business which is ultimately owned by Mitsubishi UFJ Financial Group, Inc (‘MUFG’). Stewart Investors is the name of an investment team forming part of the First Sentier Investors Group.
The information contained in this publication is not an offer of units in the Fund or a proposal or an invitation to make an offer to sell, or a recommendation to subscribe for or purchase any units in the Fund. If you are making an investment directly then you will be required to complete the application form, which can be obtained from IIS.
The information and any opinions in this publication are based on sources that Stewart Investors believes are reliable and accurate. Stewart Investors, its affiliates, directors, officers and employees make no representations or warranties of any kind as to the accuracy or completeness of the information contained in this publication and disclaim liability for any loss, damage, cost or expense that may arise from any reliance on the information or any opinions, conclusions or recommendations contained in it, whether that loss or damage is caused by any fault or negligence on the part of Stewart Investors, or otherwise, except for any statutory liability which cannot be excluded.
All opinions reflect Stewart Investors’ judgment on the date of this publication and are subject to change without notice. This disclaimer extends to IIS, and any entity that may distribute this publication. The information in this publication is not intended to be financial advice for the purposes of the Financial Markets Conduct Act2013 (FMC Act), as amended by the Financial Services Legislation Amendment Act 2019 (FSLAA).
In particular, in preparing this publication, Stewart Investors did not take into account the investment objectives, financial situation and particular needs of any particular person. Professional investment advice from an appropriately qualified adviser should be taken before making any investment.
Past performance is not necessarily indicative of future performance, unit prices may go down as well as up and an investor in the Fund may not recover the full amount the capital that they invest.
No part of this publication may be reproduced without the permission of Stewart Investors or IIS. IIS is the issuer and manager of the Fund. Stewart Investors is the investment manager of the Fund.
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1The 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 Advice Provider licence.