Strategy Overview

Key Facts

Access to global equity markets

We put stewardship first

Stewart Investors manage equity portfolios, on behalf of clients, in Asia Pacific, emerging markets, worldwide and sustainable investment strategies. They have a distinct culture and investment philosophy which is unchanged in more than two decades, since the launch of their first investment strategy in 1988. The continued priority of Stewart Investors is to deliver sustainable long-term investment returns and to protect client capital.

Stewart Investors has offices based in Edinburgh, London, Sydney and Singapore. Stewart Investors operates as a semi-autonomous business unit within First State Investments, known as Colonial First State Global Asset Management in Australia.

Responsible Investment

Responsible Investment

Sustainable investment has always been an integral part of Stewart Investors’ investment philosophy and stock-picking process. We believe ESG issues are investment issues and we identify them, and their importance, through bottom-up company research. Our own team of investment analysts identify and analyse companies and their behaviour towards ESG issues.

Ultimately, we believe ESG issues determine whether a company will be a going concern longer term and consequently ESG is at the heart of our analysis.

All Stewart Investors funds are guided by the same investment philosophy. Our Sustainable Funds Group applies this philosophy with an added emphasis on long-term sustainability themes as key drivers of long-term investment performance.

More information on Stewart Investors' approach to responsible investment can be found on their website. 

Performance

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.

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