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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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Stewart Investors

Stewart Investors

Long-term equity investors in good quality companies

We are a small team of passionate investors managing, on behalf of our clients, investment portfolios with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.

We believe that fund management has a social purpose, encouraging a savings culture around long-term investment. Our philosophy of careful stewardship is in the best interests of clients and should protect capital over the long term.

We invest over the long term across five regions – Asia, Europe, Global Emerging Markets, the Indian Subcontinent and Worldwide.

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Worldwide Leaders Sustainability Strategy

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Launched in November 2013, this became a dedicated sustainability strategy in October 2016. It typically invests in 40-60 global companies with a stock market value of at least US$5 billion. 

Responsible Investment Certification

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The following Stewart Investors funds have been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsibleinvestment.org for details. 

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Portfolio Explorer

Our interactive Portfolio Explorer tool allows you to explore strategies, companies, countries and sustainability issues of interest, in four views.

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Stories of sustainable investing

For the latest articles, statements and videos exploring our thinking on sustainable investment, visit our insights hub.

 

Important Information

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.

© First Sentier Investors Group

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.

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