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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

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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 due to an operational transition in progress, the release of daily unit prices will be delayed.
*
* 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.

Download Full Unit Price History

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

Long-term investors in high-quality companies

We are a small team of passionate investors managing, on behalf of our clients, investment funds 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 (looking after our clients' savings as well as we'd look after our own) is in the best interests of clients and should protect money over the long term.

We invest over the long term (by which we mean at least five years) across five regions: Asia, Europe, Global Emerging Markets, the Indian Subcontinent and Worldwide.

Strategy name changes

Please note, from 21 November 2024 Stewart Investors Strategy names will be updated as outlined in the table below. By 30 June 2025, the Stewart Investors Australian Unit Trust Fund names will be updated to reflect these Strategy name changes. Please refer to this note for further information.

Existing Strategy Name New Strategy Name
Asia Pacific and Japan Sustainability Asia Pacific and Japan All Cap
Asia Pacific Leaders Sustainability Asia Pacific Leaders
Asia Pacific Sustainability Asia Pacific All Cap
Global Emerging Markets Leaders Sustainability Global Emerging Markets Leaders
Global Emerging Markets Sustainability Global Emerging Markets All Cap
Global Emerging Markets (ex China) Leaders Sustainability Global Emerging Markets (ex China) Leaders
Worldwide Leaders Sustainability Worldwide Leaders
Worldwide Sustainability Worldwide All Cap
European (ex UK) Sustainability European (ex UK) All Cap
European Sustainability European All Cap
Indian Subcontinent Sustainability Indian Subcontinent All Cap

 

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.

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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.

Want to know more?

Contact your Key Account Manager