FAQ: Organisational overview

What’s your ownership structure?

The Sustainable Funds Group (SFG), is part of Stewart Investors (SI). SI is a sub-brand of First Sentier Investors (FSI), 100% owned by Mitsubishi UFJ Trust and Banking Corporation (MUTB), a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG) since August 2019.

The SFG has its own investment and client teams, distinct from its sister St Andrews Partners (StAP), but the teams share broader SI resources, for example portfolio implementation, corporate relationships, dealing and communications. SI has a governance agreement with FSI that ensures the autonomy of both investment teams and gives the teams control of their investment processes, capacity, fees, and employee selection and remuneration.

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Why Stewart Investors?

Experience
  • First sustainability strategy launched in 2005
Long termism
  • Some companies held > 25 years
  • 10 year horizon at point of investment
  • Engaged relationships with investee companies
Positive impact
  • Companies must contribute to sustainable development
  • Sustainability analysis is integral to the investment process
  • Engage and vote to improve sustainability outcomes
Performance
  • Strong long-term absolute returns across cycles
  • Significantly lower downside risk

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What strategies do you manage?

Stewart Investors’ first strategy was launched in 1988 and its first dedicated sustainability strategy was launched in 2005. The Sustainable Funds Group manages long-only equity portfolios investing in Asia (including and excluding Japan), Global Emerging Markets, Europe (including the UK), the Indian Subcontinent and Worldwide. 

Find out more on our strategies section >

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