Our strategies

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.

Asia Pacific and Japan Sustainability

Launched in June 1988, the strategy became a dedicated sustainability strategy in September 2019. It typically invests in 30-60 companies in the Asia Pacific region, including Japan.

Asia Pacific Leaders Sustainability

The strategy invests in large and mid-sized companies which generally have a total stock market value of at least US$1 billion. It launched in 2003 and became a dedicated sustainability strategy in July 2016.

Asia Pacific Sustainability

This strategy was launched in December 2005. The strategy generally invests in 30-60 companies in the Asia Pacific region, including Australia and New Zealand but excluding Japan.

European Sustainability

The strategy was launched in June 2021 and generally invests in 30-40 companies that we consider to be the very best sustainability companies in Europe (including the UK).

Global Emerging Markets Sustainability

The strategy launched in February 2009 and generally invests in between 30-75 high-quality global emerging markets companies that are contributing to a more sustainable future.

Indian Subcontinent Sustainability

Launched in 2006, the strategy typically invests in 30-60 companies based in or having significant operations in India, Pakistan, Sri Lanka or Bangladesh.

Worldwide Leaders Sustainability

The strategy launched in November 2013 and became a dedicated sustainability strategy in October 2016. It typically invests in 40-60 global companies with a stock market value of at least US$5 billion.

Worldwide Sustainability

This unconstrained investment strategy launched in November 2012, and is generally able to invest in 40-60 companies across the world that are contributing to a more sustainable future.

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

Stewart Investors is recognised as a Responsible Investment Leader 2022 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.