Strategy Overview

Key Facts

Access to global equity markets

Stewart Investors is a semi-autonomous investment business. They manage equity portfolios, on behalf of clients, in Asia Pacific, Emerging Markets, Worldwide and Sustainable investment strategies. Primarily based in Edinburgh, with research offices in London, Singapore and Sydney, they have a distinct culture and investment philosophy that is unchanged in more than two decades, since the launch of their first investment strategy in 1988.

Stewart Investors is 100% owned by the Commonwealth Bank of Australia.At the heart of their investment philosophy is the principle of stewardship.They manage long-term investment portfolios on behalf of their clients. Their investment philosophy is founded on the principle of stewardship – careful, considered and responsible management of their clients' funds. They believe their job is to allocate their clients' capital to good quality companies with sound growth prospects and strong management teams, ensuring they pay sensible prices for these investments. They believe that they have a responsibility as investors to manage their clients' funds to the mutual benefit of all stakeholders and the wider community.

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 and Documents

For more information

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