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Important notice to Unitholders
Effective on or around 1 April 2026, the Stewart Investors Worldwide All Cap Fund will change to the RQI Global Diversified Alpha Fund.
This will involve the transition of the delegated investment management responsibilities and branding from Stewart Investors to an affiliate investment management team, RQI Investors.
As a result of this transition, the Stewart Investors website will be closed effective on or around 2 April 2026.
All historical AMIT notices and Financial Statements will still be available on the First Sentier Investors website.
Worldwide All Cap
The strategy was launched in November 2012 and became available to Australian retail investors in September 2022. It invests in the shares of between 40-60 global companies.
As with all of our strategies, we are interested in finding only the very best businesses; those with high quality management teams, franchises, and financials, that are well positioned to contribute to, and benefit from, sustainable development.
You can see all of the companies that this strategy invests in by filtering on our Portfolio Explorer tool.
- Companies must contribute to sustainable development. Portfolio Explorer >
- We invest in high-quality companies with exceptional cultures, strong franchises and resilient financials. How we pick companies >
- We avoid companies linked to harmful activities and engage and vote for positive change. Our position on harmful products >
- Our approach is long-term, bottom-up, high conviction and benchmark agnostic.
- We focus on capital preservation as well as capital growth – we define risk as the permanent loss of client capital.
The Stewart Investors Worldwide All Cap Fund has 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
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.
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Material on this website is intended to provide general information only. Such material does not into account your objectives, financial situation or needs. You should consider these matters before acting on the information and consider the relevant Product Disclosure Statement for any product named on this website before making an investment decision. Any opinions expressed in videos are the opinions of the individual participant and are subject to change without notice. Such opinions are not a recommendation to hold, purchase or sell a particular financial product and may not include all of the information required to make such a decision. Before making any such decision you should consult a financial adviser.