Prices & performance
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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.
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.
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.
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.
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 – 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