Prices & performance
Show fund factsheets & data
* 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.
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:
Investment in equities is exposed to risks due to changes in that company or its business environment.
Equity securities are subject to changes in value, and their values may be more volatile than those of other asset classes.
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.
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.
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.