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

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

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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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Stewart Investors

Stewart Investors

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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.
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.

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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Long-term equity investors in good quality companies

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.

We also understand that a company and its place in the community are so much more than a series of numbers on a screen or coloured slices in a pie chart.

We believe that fund management has a social purpose, encouraging a savings culture around long-term investment. Our philosophy of careful stewardship is in the best interests of clients and should protect capital over the long-term.

We’re in it for the long term

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

We launched our first investment strategy in 1988. For over three decades we have applied the same investment philosophy consistently across our investment strategies.

Our investment team

We are a small team of passionate investors managing, on behalf of our clients, investment portfolios with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.

We invest over the long term across five regions – Asia, Europe, Global Emerging Markets, the Indian Subcontinent and Worldwide.

Visit Stewart Investors website for more information >

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Fund Manager of the Year - Sustainable Investing

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We are delighted that Stewart Investors has won the inaugural Fund Manager of the Year – Sustainable Investing category at the 2022 Morningstar Australia Awards.

Morningstar Awards 2022 (c). Morningstar, Inc. All Rights Reserved. Awarded Stewart Investors for Fund Manager of the Year – Sustainable Investing, Australia

Stewart Investors Worldwide Leaders Sustainability Fund

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This fund has been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsibleinvestment.org for details.

Sustainable development - a driver of returns

We believe that companies that deliver benefits to society and the environment face fewer risks and have access to more enduring opportunities over the long term.

These companies are therefore better placed to deliver positive returns to shareholders.

We call these risks and opportunities sustainability headwinds and tailwinds.

But we recognise that sustainability tailwinds alone will not make a successful investment. The quality of the franchise, financials and management of a company is also critical. We don’t choose between sustainability positioning and corporate quality, we require both.

We do this not only because we think it’s the best way to protect and grow our clients’ capital over the long term, but also because we want to promote positive and sustainable outcomes for society in general.

To us, these two things are inextricably linked.

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.

RIAA evaluation metrics

Responsible Investment Leaders refers to investment managers that achieve a score of 15 out of 20 or above on RIAA’s Responsible Investment Scorecard as captured and assessed for the Responsible Investment Benchmark Report 2021.

RIAA’s Scorecard consists of 15 questions, covering four key areas, or pillars:

  • Pillar 1: Coverage of and commitment to responsible investing and transparency;
  • Pillar 2: Enhancing risk management through explicit and systematic consideration of ESG factors and other screens, including reporting of these;
  • Pillar 3: Being strong stewards for more sustainable and resilient assets and markets; and
  • Pillar 4: Allocating capital to benefit stakeholders and contribute to solutions as well as measurement and reporting of outcomes.
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More about how we invest, the strategies we manage and our team

Visit the Stewart Investors site.

The benefits of sustainable investments

Latest Updates from Stewart Investors

Portfolio Explorer

This interactive tool tells the sustainable development stories of the companies we invest in across our strategies, and the contribution companies are making towards climate solutions, human development or the Sustainable Development Goals. The tool can filter, tap and switch between views in order to explore the different ways in which we believe the companies are making the world a better place.

Explore how the companies in our strategies are contributing to sustainable development here.

If you are unable to view the interactive map, re-open page in Google Chrome, Edge, Firefox, Safari or Opera. IE11 is not supported.

Our position on harmful and controversial products and services

Stewart Investors invests in the shares of high quality companies that are well positioned to benefit from and contribute to sustainable development.

We believe that fully incorporating sustainability considerations into our investment process is the best way to protect and grow capital for clients. As an output of our bottom-up investment process, we do not invest in companies with material exposure to harmful products and services, or who fail to discharge their environmental stewardship and human rights responsibilities. Read more here.

Articles, research and reports

The power of story

In a recent essay, Santa Fe economist Brian Arthur challenges economists to describe the world in mo...

25 October 2021
Article
5
Mins

Ten years in emerging markets

The emerging markets asset class is extremely varied. It includes democracies and dictatorships, eco...

28 September 2021
Article
4
Mins

Why does stewardship matter in emerging markets?

Political turmoil, currency fluctuations, and poor governance are common themes amongst headlines ab...

30 August 2021
Article
5
Mins
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On 16 September 2019, Colonial First State Global Asset Management (CFSGAM) rebranded to First Sentier Investors. Any content produced prior to this date that references CFSGAM or Colonial First State Asset Management (Australia) Limited should be read as references to First Sentier Investors or 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.

The target market determination (TMD) for any fund mentioned on this website is available HERE and should be considered by clients or prospective investors prior to making a decision to invest to ensure that they form part of the relevant target market.

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 2022, (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG.)