Strategy Overview

Key Facts

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We put stewardship first.  Stewart Investors manage equity portfolios on behalf of clients, in Asia Pacific, emerging markets, worldwide and sustainable investment strategies. We have a distinct culture and investment philosophy which is unchanged in more than two decades, since the launch of the 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 Sentier  Investors.

The Product Disclosure Statement can be viewed here

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 these issues determine whether a company will remain 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.

Visit the Stewart Investors website for more information

RIAA Certification

Parameters shown are guidelines only and provided for illustrative purposes. Official Fund documentation should be referred to for any specific hard limits. Stewart Investors has been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. For details see

Performance and Documents

(This is not classified as a green or ESG fund in Hong Kong)

Source: First Sentier Investors 2020

Performance returns are calculated net of management fees and transaction costs. Performance returns for periods greater than one year are annualised. Past performance is not a reliable indicator of future performance.

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Stewart Investors Wholesale Worldwide Sustainability Fund

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Sustainable Investing

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Visit the Stewart Investors website for more information

European Regulation (MiFID II) Notice to Advisers:

Stewart Investors includes a UK regulated manager that has responsibilities under the new MiFID II regulations regarding the product compatibilities assessment of captured products. Advisers wishing to receive details on this assessment and Stewart Investors’ product approval process should contact us. Advisers are asked to inform Stewart Investors (via the same email address) if they are aware of sales outside the target market. 

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