Worldwide strategies

Worldwide strategies

Our worldwide strategies are not limited to investing in specific regions, we are free to seek out the very best sustainability companies from around the globe. 

Our worldwide strategies

We launched our first Worldwide strategy in 2013, building on the decades of experience investing in the Asia Pacific and emerging markets regions. Our worldwide strategies are not limited to investing in specific regions, and so we are free to seek out the very best sustainability companies from around the globe. We are looking for companies with exceptional cultures, strong franchises and resilient financials, that are contributing to a better and more sustainable future for both people and planet.

We currently manage two worldwide strategies, with ‘leaders’ focused on companies with a market cap value of at least USD5 billion. You can find out more about these strategies below.

Worldwide Leaders

The strategy launched in November 2013 and became a dedicated sustainability strategy in October 2016. It typically invests in 30-60 global companies with a stock market value of at least US$5 billion.

Worldwide All Cap

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.

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
Worldwide Leaders Sustainability Worldwide Leaders
Worldwide Sustainability Worldwide All Cap