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.

Global Emerging Markets Leaders

The strategy launched in April 2020 and became available to Australian retail investors in September 2022. It typically invests in 25-60 high-quality emerging markets companies with a total stock market value of at least US$1 billion.  

Global Emerging Markets All Cap

The strategy launched in February 2009 and became available to Australian retail investors in September 2022. It typically invests in between 30-75 high-quality global emerging markets companies that contribute to, and benefit from, sustainable development. 

Worldwide Leaders

The strategy launched in November 2013 and became a dedicated sustainability strategy in October 2016. It became available to Australian retail investors in September 2022. 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 became available to Australian retail investors in September 2022. It is typically able to invest in 40-60 companies across the world that contribute to, and benefit from, sustainable development.  

Investment terms

View our list of investment terms to help you understand the terminology within this website.

Awards and ratings

Stewart Investors is recognised as a Responsible Investment Leader 2024 by the Responsible Investment Association Australasia (RIAA).

Being a Responsible Investment Leader recognises 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.

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The Stewart Investors Global Emerging Markets Leaders Fund, Global Emerging Markets All Cap Fund, Worldwide Leaders Fund and Worldwide All Cap 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

 

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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.