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

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formerly Realindex Investments

Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.

Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.

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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

Prices & performance

Prices & performance
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Strategy Overview

Key Facts

Entry Price:

Exit Price:

Price Date:
Issuer:
* The unit price for the Fund will be delayed temporarily given a special distribution is in progress.
*
* This is an annualised interest rate from the past seven days. For actual performance for our Cash Funds, please view the performance page.

Issuer:

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

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

Visit the Stewart Investors website

Our sustainability strategies

Global Emerging Markets Leaders Sustainability

The strategy launched in April 2020 and typically invests in 25-60 high-quality emerging markets companies with a total stock market value of at least US $1 billion.

Global Emerging Markets Sustainability

The strategy launched in February 2009 and generally invests in between 30-75 high-quality global emerging markets companies that are contributing to a more sustainable future.

Worldwide Leaders Sustainability

Launched in November 2013, this became a dedicated sustainability strategy in October 2016. It typically invests in 40-60 global companies with a stock market value of at least US$5 billion.

Worldwide Sustainability

This unconstrained investment strategy launched in November 2012, and is generally able to invest in 40-60 companies across the world that are contributing to a more sustainable future.

What are the risks?

Although all investments carry risk, the level of risk is dependent on the type of investment strategy and the underlying investments. Generally, the higher the potential return of an investment, the greater the risk.

The risks of investing in the Stewart Investors strategies include:

Company risk

Investment in equities is exposed to risks due to changes in that company or its business environment.

Equities risk

Equity securities are subject to changes in value, and their values may be more volatile than those of other asset classes.

Currency risk

For investments in international assets, which have currency exposure, there is potential for adverse movements in exchange rates to reduce their Australian dollar value.

Emerging market risk

Emerging markets tend to be more sensitive to economic and political conditions than developed markets. Other factors include greater liquidity risk, restrictions on investment or transfer of assets, failed/delayed settlement and difficulties valuing securities.

As with any investment, there are no guarantees on the value of the investment or the income generated from it. Investors may get back less than the original amount invested. For a full description of the terms of investment and the risks, please see the Product Disclosure Statement for each fund.

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.

Responsible Investment Certification

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The following Stewart Investors funds have 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. 

Responsible Investment Leader 2023

We are proud to be recognised as a Responsible Investment Leader, the highest possible standard for investors, by the Responsible Investment Association Australasia (RIAA). This recognises our commitment to responsible investing and attributes as an investment manager.

Learn more about the RIAA Benchmark Report

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Portfolio Explorer

Our interactive Portfolio Explorer tool allows you to explore strategies, companies, countries and sustainability issues of interest, in four views.

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Stories of sustainable investing

For the latest articles, statements and videos exploring our thinking on sustainable investment, visit our insights hub.

 

Visit insights hub

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First Sentier Investors became a Certified B Corporation in November 2022 with a score = 107.2, noting that the passing score is 80. Please visit the B Corp Directory to view our report and for additional information regarding the assessment process.

Material on this website is intended to provide general information only. This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (FSI AIM), and includes the Financial Services Guide for FSI AIM.

This material does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider the information on this website and the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for the relevant fund, issued by either Colonial First State Investments Limited (ABN 98 002 348 352, AFSL 232468) (CFSIL) or The Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL 235150) (Perpetual) and assess whether the fund is appropriate given your objectives, financial situations or needs.

Any opinions expressed in videos are the opinions of the individual participant and are subject to change without notice. Such opinions: (i) are not a recommendation to hold, purchase or sell a particular financial product; (ii) may not include all of the information required to make such a decision in relation to such financial product; and (iii) may substantially differ from other individuals within First Sentier Investors.

Copyright © First Sentier Investors (Australia) Services Pty Ltd 2024 (part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG).

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