Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.
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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies
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Prices & performance
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Strategy Overview
Key Facts
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* This is an annualised interest rate from the past seven days. For actual performance for our Cash Funds, please view the performance page.
Strategy Overview
Key Facts
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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Investment philosophy
The core investment philosophy has been in place since 1988 and has remained unchanged since then. It is founded on the principle of good stewardship, by which they mean careful, considered and responsible management of clients’ funds.
Stewardship
Stewardship – it’s one of those financial industry words that means different things to different people. Stewart Investors acknowledge that, but it’s a word that they've been using from the very start and they want to stick with it. But what do they mean by it? Good stewards are more than good managers. They’re more than good leaders. They’re custodians who understand and carry out their responsibilities with integrity and respect for the people who rely on them and on whom they rely, and for the society around them.
Stewart Investors Wholesale Worldwide Sustainability Fund
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 www.responsibleinvestment.org
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