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