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Long-term equity investors in high-quality companies
About usSustainable development - a driver of returns
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 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 invest over the long term across five regions: Asia, Europe, Global Emerging Markets, the Indian Subcontinent and Worldwide.
Worldwide Leaders Sustainability strategy
The Worldwide Leaders Sustainability strategy launched in November 2013 and transitioned to become a dedicated sustainability strategy in October 2016. The strategy invests in 40-60 high-quality global companies that are particularly well positioned to contribute to, and benefit from, sustainable development.
Awards and ratings
The Stewart Investors Global Emerging Markets Leaders Sustainability Fund, Global Emerging Markets Sustainability Fund, Worldwide Leaders Sustainability Fund and Worldwide Sustainability Fund, have been certified and classified by the Responsible Investment Association Australasia according to the operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au and RIAA's Financial Services Guide for details.1
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.
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.
Stories of Sustainability
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1 The Responsible Investment Certification Program provides general advice only and does not take into account any person’s objectives, financial situation, or needs. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Because of this, you should consider your own objectives, financial situation and needs and also consider the terms of any product disclosure document before making an investment decision. Certifications are current for 24 months and subject to change at any time.
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