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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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Worldwide Leaders Sustainability

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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.

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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.

The Worldwide Leaders Sustainability strategy

The Worldwide Leaders Sustainability strategy launched in November 2013 and transitioned to become a dedicated sustainable strategy in October 2016. The strategy invests in 40-60 high-quality global companies that are particularly well positioned to benefit from and contribute to sustainable development.

Leaders simply means that this strategy is focused on companies with a market cap value of at least USD3 billion.

Download the Product Disclosure Statement (PDF)

Strategy highlights: A focus on quality and sustainability

  • Companies must contribute to sustainable development and make a net-positive impact to a more sustainable future 

  • We invest in high-quality companies with exceptional cultures, strong franchises and resilient financials

  • We avoid companies linked to harmful activities and engage and vote for positive change 

  • Our approach is long-term, bottom-up, high conviction and benchmark agnostic

  • We focus on capital preservation as well as capital growth – we define risk as the permanent loss of client capital 

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.

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.

Stewardship

Careful, considered and responsible management of our clients’ funds.

Quality

Investing in quality companies with sound growth prospects and strong management teams.

Experience

Applying the same investment philosophy since 1988.

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

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.

Quarterly strategy updates

Updates including portfolio changes and proxy voting for Worldwide Leaders Sustainability and more

We provide regular strategy updates including portfolio changes and proxy voting, and links to our investment rationales, latest articles, statements, webcasts and videos which explore our thinking on sustainable investment, including the challenges and issues we grapple with in our search for high-quality companies.

Read our quarterly updates

Read our latest insights

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
View all our latest insights

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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 2023 (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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