Sustainable investing

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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.

Sustainable development - a driver of returns

We believe that companies that deliver benefits to society and the environment face fewer risks and have access to more enduring opportunities over the long term. These companies are therefore better placed to deliver positive returns to shareholders.

We call these risks and opportunities sustainability headwinds and tailwinds.

But we recognise that sustainability tailwinds alone will not make a successful investment. The quality of the franchise, financials and management of a company is also critical. We don’t choose between sustainability positioning and corporate quality, we require both.

We do this not only because we think it’s the best way to protect and grow our clients’ capital over the long term, but also because we want to promote positive and sustainable outcomes for society in general.

To us, these two things are inextricably linked.

Our Hippocratic Oath

Every member of our investment team is sworn to a strict code of conduct when they join.

How we pick companies

We are active investors. We’re all analysts and each of us is charged with identifying good-quality companies to invest in for the long term.

Engagement

Engagement is an important part of the day job for all of our analysts as it contributes essential insights to our bottom-up assessment of company quality.

Stewardship

Good stewards are more than good managers. They’re more than good leaders. They’re custodians who understand and carry out their responsibilities with integrity and respect for the people who rely on them and on whom they rely, and for the society around them.

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.