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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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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.

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.

Visit Stewart Investors' website

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. If you are in any doubt as to the suitability of our funds for your investment needs, please seek financial advice.

Interactive portfolio holdings

We believe sustainability is core to any company's business model, not an optional extra.

We look for businesses whose success is tied to the social and environmental benefits they deliver, whether through the provision of basic sanitation products or advanced engineering software.

If you are unable to view the interactive map, re-open page in Google Chrome, Edge, Firefox, Safari or Opera. IE11 is not supported.

Received a change of RE notification? Find out more.

Our position on harmful and controversial products and services

Stewart Investors invests in the shares of high quality companies that are well positioned to benefit from and contribute to sustainable development.

We believe that fully incorporating sustainability considerations into our investment process is the best way to protect and grow capital for clients. As an output of our bottom-up investment process, we do not invest in companies with material exposure to harmful products and services, or who fail to discharge their environmental stewardship and human rights responsibilities.

Our position on harmful and controversial products and services
Material exposure disclosures

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Financial Services Guide

Statement of Commitment to the FX Global Code

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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. If you are unsure about whether a fund is suitable for your objectives, situation or needs, you should consult a financial adviser.

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 2024 (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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