Stewart Investors Global Emerging Markets Leaders Sustainability Fund

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Performance returns are calculated gross of management fees and net of transaction costs. Performance returns for periods greater than one year are annualised. Past performance is not a reliable indicator of future performance.

The Global Emerging Markets Sustainability All-Cap strategy launched in February 2009. Due to capacity constraints of the All-Cap strategy and strong demand and desire to offer clients an emerging markets solution, we launched the Global Emerging Markets Leaders Sustainability strategy in April 2020. This strategy is now available to Australian clients. It invests in 25-60 high-quality emerging markets companies that we consider to be particularly well positioned to benefit from and contribute to sustainable development.

Leaders simply means that the strategy is focused on companies with a market cap value of at least USD1 billion.

Download the Product Disclosure Statement (PDF)

Strategy highlights: a focus on quality and sustainability

Companies must contribute to sustainable development
We invest in high-quality companies with exceptional cultures, strong franchises and resilient financials
Our investable universe includes emerging markets companies globally and is based on economic activity rather than index country listings
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

Stewart Investors Global Emerging Markets Leaders 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.

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

Our Portfolio Explorer tool allows you to explore strategies, companies, countries and sustainability issues of interest in four views – map, human development pillars, climate solutions and Sustainable Development Goals

We focus on understanding the contributions individual companies make to sustainable development. We believe that qualitative assessments are as important as quantitative measures and understanding the real-world impact that companies have and the challenges they face requires context and nuance, which are best expressed in stories rather than sustainability scores that often conceal more than they reveal.

This tool tells the sustainable development stories of the companies we invest in across our strategies, and the contribution companies are making towards human development, climate solutions or the Sustainable Development Goals. The tool also refers to key risks and engagement topics.

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.

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

For illustrative purposes only. Reference to the names of example company names mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. Companies mentioned herein may or may not form part of the holdings of Stewart Investors. Holdings are subject to change.

Certain statements, estimates, and projections in this document may be forward-looking statements. These forward-looking statements are based upon Stewart Investors’ current assumptions and beliefs, in light of currently available information, but involve known and unknown risks and uncertainties. Actual actions or results may differ materially from those discussed. Readers are cautioned not to place undue reliance on these forward-looking statements. There is no certainty that current conditions will last, and Stewart Investors undertakes no obligation to correct, revise or update information herein, whether as a result of new information, future events or otherwise.

Source: Stewart Investors investment team and company data. Securities mentioned are all investee companies* from representative Asia Pacific Sustainability Strategy, Asia Pacific & Japan Sustainability Strategy, Asia Pacific Leaders Sustainability Strategy, European Sustainability Strategy, European (ex UK) Sustainability Strategy, Global Emerging Markets Leaders Sustainability Strategy, Global Emerging Markets Sustainability Strategy, Indian Subcontinent Sustainability Strategy, Worldwide Sustainability Strategy and Worldwide Leaders Sustainability Strategy accounts as at 30 September 2023. *Assets that the strategies may hold which an active decision has not been made, and sustainability assessment does not apply, include cash, cash equivalents, short-term holdings for the purpose of efficient portfolio management and holdings received as a result of mandatory corporate actions. Holdings of such assets will not appear on Portfolio Explorer.

The Stewart Investors supports the Sustainable Development Goals (SDGs). The full list of SDGs can be found on the United Nations website.

Source for climate solutions and human development analysis and mapping: Stewart Investors investment team. Contributions are defined by the team as demonstrable contributions to any solution, either direct (directly attributable to products, services or practices provided by that company), or enabling (supported or made possible by products or technologies provided by that company).

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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).

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) 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.

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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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Stewart Investors Global Emerging Markets Leaders Sustainability Fund

Prices & performance

Prices & performance
Show fund factsheets & data

Strategy Overview

Key Facts

Strategy Overview

Key Facts