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Our strategies
Since the launch of Stewart Investors first investment strategy in 1988, sustainable investment has always been an integral part of our investment philosophy and stock-picking process. At the heart of this philosophy is the principle of stewardship.
Strategy name changes
Please note, from 21 November 2024 Stewart Investors Strategy names will be updated as outlined in the table below. By 30 June 2025, the Stewart Investors Australian Unit Trust Fund names will be updated to reflect these Strategy name changes. Please refer to this note for further information.
Existing Strategy Name | New Strategy Name |
---|---|
Asia Pacific and Japan Sustainability | Asia Pacific and Japan All Cap |
Asia Pacific Leaders Sustainability | Asia Pacific Leaders |
Asia Pacific Sustainability | Asia Pacific All Cap |
Global Emerging Markets (ex China) Leaders Sustainability | Global Emerging Markets (ex China) Leaders |
Global Emerging Markets Leaders Sustainability | Global Emerging Markets Leaders |
Global Emerging Markets Sustainability | Global Emerging Markets All Cap |
Worldwide Leaders Sustainability | Worldwide Leaders |
Worldwide Sustainability | Worldwide All Cap |
European (ex UK) Sustainability | European (ex UK) All Cap |
European Sustainability | European All Cap |
Indian Subcontinent Sustainability | Indian Subcontinent All Cap |
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

Stewart Investors is recognised as a Responsible Investment Leader 2023 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.

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.