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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.

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.

Asia Pacific and Japan All Cap

Launched in June 1988, the strategy became a dedicated sustainability strategy in September 2019. It typically invests in 30-60 companies in the Asia Pacific region, including Japan.

Asia Pacific Leaders

The strategy invests in large and mid-sized companies which generally have a total stock market value of at least US$1 billion. It launched in 2003 and became a dedicated sustainability strategy in July 2016.

Asia Pacific All Cap

This strategy was launched in December 2005. The strategy generally invests in 30-60 companies in the Asia Pacific region, including Australia and New Zealand but excluding Japan.

Global Emerging Markets All Cap

This strategy launched in February 2009 and generally invests in between 30-75 high-quality global emerging markets companies that are contributing to a more sustainable future.

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.
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