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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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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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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

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Stewart Investors

Stewart Investors

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.

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 manage investment portfolios on behalf of clients over the long term and have held shares in some companies for over 20 years.

They launched their first investment strategy in 1988. For over three decades they have applied the same investment philosophy consistently across all investment strategies.

Stewardship

Careful, considered and responsible management of our clients’ funds.

Quality

Investing in quality companies with sound growth prospects and strong management teams.

Experience

Applying the same investment philosophy since 1988.

Responsible Investment Leader 2021

Stewart Investors has been awarded Responsible Investment Leader 2021 status by RIAA

Stewart Investors has been recognised as a Responsible Investment Leader 2021 by the Responsible Investment Association Australasia (RIAA).

This acknowledges our commitment to responsible investing; our explicit consideration of environmental, social and governance factors in investment decision making, our strong and collaborative stewardship; and our transparency in reporting activity, including the societal and environmental outcomes being achieved.

One philosophy – two teams

Stewart Investors like small teams. They help to cultivate a sense of belonging, collective ownership and individual responsibility best suited to their style of investing. 

They have two investment teams:

St Andrews Partners and the Sustainable Funds Group

Both teams share the same investment philosophy, which is based on long-term investing in good-quality companies, but each does things slightly differently when it comes down to the details.

Stewart Investors is part of the First Sentier Investors group but operates with discrete investment autonomy, according to its investment philosophy. 

St Andrews Partners

St Andrews Partners is an Edinburgh-based team of investors focused on global emerging market equities. They have a long history of investing in emerging market portfolios since 1992.

Visit Stewart Investors website for more information >

Sustainable Funds Group

The Sustainable Funds Group is a small team of passionate investors managing, on behalf of their clients, investment portfolios with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.

Visit Stewart Investors website for more information >

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. Visit Stewart Investors website for more information >

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 are sticking with it. But what do they mean? 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. Visit Stewart Investors website for more information >

Stewart Investors Wholesale Worldwide Sustainability Fund

Stewart Investors Wholesale Worldwide Sustainability Fund is recognised as a Responsible Investment Leader 2021 by the Responsible Investment Association Australasia (RIAA).

This acknowledges our commitment to responsible investing; our explicit consideration of environmental, social and governance factors in investment decision making, our strong and collaborative stewardship; and our transparency in reporting activity, including the societal and environmental outcomes being achieved. 

Sustainable Funds Group updates

Sustainable Funds Group - Investment Strategy (PDF)

Sustainable Funds Group - Quarterly Client Update

Worldwide Sustainability Fund Top 10 (PDF)

Worldwide Sustainability Fund Flyer (PDF)

Wholesale Worldwide Leaders Sustainability Fund Top 10 (PDF)

 

Webcast - Worldwide Sustainability Fund

Video - The benefits of sustainable investments

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Financial Services Guide (PDF)

On 16 September 2019, Colonial First State Global Asset Management (CFSGAM) rebranded to First Sentier Investors. Any content produced prior to this date may be branded CFSGAM and include trade marks that First Sentier Investors used under licence. References to Colonial First State Asset Management (Australia) Limited are references to the former name of First Sentier Investors (Australia) IM Ltd.

Material on this website is intended to provide general information only. Such material does not into account your objectives, financial situation or needs. You should consider these matters before acting on the information and consider the relevant Product Disclosure Statement for any product named on this website before making an investment decision.

Total returns for the Funds have been calculated using exit prices after taking into account all ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. Past performance is no indication of future performance.

Any opinions expressed in videos are the opinions of the individual participant and are subject to change without notice. Such opinions are not a recommendation to hold, purchase or sell a particular financial product and may not include all of the information required to make such a decision. Before making any such decision you should consult a financial adviser.

Copyright © First Sentier Investors (Australia) Services Pty Ltd 2021, (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG.)