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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
We are delighted that Stewart Investors Sustainable Funds Group has won the inaugural Fund Manager of the Year – Sustainable Investing category at the 2022 Morningstar Australia Awards.
Morningstar Awards 2022 (c). Morningstar, Inc. All Rights Reserved. Awarded Stewart Investors for Fund Manager of the Year – Sustainable Investing, Australia
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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