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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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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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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

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Stewart Investors

Stewart Investors

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Strategy Overview

Key Facts

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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.
is recognised as a Responsible Investment Leader 2021 by the Responsible Investment Association Australasia (RIAA). This acknowledges our commitment to responsible investing; our explicit consideration of environmental, social and governance factors in investment decision making, our strong and collaborative stewardship; and our transparency in reporting activity, including the societal and environmental outcomes being achieved.

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.

Long-term equity investors in good quality companies

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.

We also understand that a company and its place in the community are so much more than a series of numbers on a screen or coloured slices in a pie chart.

We believe that fund management has a social purpose, encouraging a savings culture around long-term investment. Our philosophy of careful stewardship is in the best interests of clients and should protect capital over the long-term.

We’re in it for the long term

We manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years.

We launched our first investment strategy in 1988. For over three decades we have applied the same investment philosophy consistently across our investment strategies.

Our investment teams

One philosophy - two teams.

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. Find out more about our investment teams: 

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.

Visit Stewart Investors website for more information >

Sustainable Funds Group

We are a small team of passionate investors managing, on behalf of our clients, investment portfolios with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.

We invest over the long term across five regions – Asia, Europe, Global Emerging Markets, the Indian Subcontinent and Worldwide.

Visit Stewart Investors website for more information >

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Stewart Investors Wholesale Worldwide Sustainability Fund

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Stewart Investors Wholesale Worldwide Sustainability Fund is recognised as a Responsible Investment Leader 2021 by the Responsible Investment Association Australasia (RIAA).

This acknowledges our commitment to responsible investing; our explicit consideration of environmental, social and environmental factors in investment decision making, our strong and collaborative stewardship; and our transparency in reporting activity, including the societal and environmental outcomes being achieved. 

Sustainable development - a driver of returns

We believe that companies that deliver benefits to society and the environment face fewer risks and have access to more enduring opportunities over the long term.

These companies are therefore better placed to deliver positive returns to shareholders.

We call these risks and opportunities sustainability headwinds and tailwinds.

But we recognise that sustainability tailwinds alone will not make a successful investment. The quality of the franchise, financials and management of a company is also critical. We don’t choose between sustainability positioning and corporate quality, we require both.

We do this not only because we think it’s the best way to protect and grow our clients’ capital over the long term, but also because we want to promote positive and sustainable outcomes for society in general.

To us, these two things are inextricably linked.

Responsible Investment Leader 2021

Stewart Investors has been awarded Responsible Investment Leader 2021 status by RIAA

Stewart Investors has been recognised as a Responsible Investment Leader 2021 by the Responsible Investment Association Australasia (RIAA). 

This acknowledges our commitment to responsible investing; our explicit consideration of environmental, social and governance factors in investment decision making, our strong and collaborative stewardship; and our transparency in reporting activity, including the societal and environmental outcomes being achieved.

RIAA evaluation metrics

Responsible Investment Leaders refers to investment managers that achieve a score of 15 out of 20 or above on RIAA’s Responsible Investment Scorecard as captured and assessed for the Responsible Investment Benchmark Report 2021.

RIAA’s Scorecard consists of 15 questions, covering four key areas, or pillars:

  • Pillar 1: Coverage of and commitment to responsible investing and transparency;
  • Pillar 2: Enhancing risk management through explicit and systematic consideration of ESG factors and other screens, including reporting of these;
  • Pillar 3: Being strong stewards for more sustainable and resilient assets and markets; and
  • Pillar 4: Allocating capital to benefit stakeholders and contribute to solutions as well as measurement and reporting of outcomes.
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The benefits of sustainable investments

Latest Updates from Sustainable Funds Group

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.

Explore how the companies in our strategies are contributing to sustainable development here.

Our position on harmful and controversial products and services

Stewart Investors Sustainable Funds Group 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. Read more here.

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