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.
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 >
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 >
Sustainable Funds Group updates
Webcast - Worldwide Sustainability Fund
Video - The benefits of sustainable investments