Quarterly Client Update

We provide regular strategy updates including portfolio changes and proxy voting, and links to our investment rationales, latest articles, statements, webcasts and videos which explore our thinking on sustainable investment, including the challenges and issues we grapple with in our search for high-quality companies.

Strategy updates: portfolio changes & proxy voting

Find out the latest updates on the strategies we manage including significant portfolio changes and proxy voting:

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Stories of sustainable investment

Our investment process starts with a blank page, not a benchmark.

Below are links to our latest articles, statements, webcasts and videos which explore our thinking on sustainable investment, including the challenges and issues we grapple with in our search for high-quality companies.

We believe that our focus on quality, sustainability positioning and stewardship should reward both patient investors and society. We hope our content highlights the careful and deliberate way we invest and engage with companies – both when we get it right and when we do not.

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Other news

Update to our position on harmful and controversial products and services

We have updated our position on harmful and controversial products and services to provide more clarity on the 0% revenue threshold we have for tobacco production and controversial weapons. In addition, we will disclose any material exposures above agreed thresholds. Click here to view the updated policy.

FAIRR Initiative

We have signed up to the FAIRR Initiative, an investor network that raises awareness of the ESG risks and opportunities in the global food sector. 

We have also supported and co-signed their global investor statement Where’s the beef?, which urges G20 governments to help build a more transparent, resilient and sustainable global food system, and disclose specific targets for reducing agricultural emission within their Nationally Determined Contributions (NDCs) in the lead up to the UN Climate Change Conference (COP26) later this year.

Febelfin Towards Sustainability initiative

During the quarter our fund which is available to European clients within the Worldwide Sustainability strategy was awarded the Belgium Febelfin Towards Sustainability label. The label aims to instil trust and reassure clients and potential investors that the financial product is managed with sustainability in mind and is not exposed to unsustainable practices. More information on the label is available on the Towards Sustainability website.

European Sustainability strategy launch

On the 10th June, the team’s first dedicated European Sustainability strategy was launched for UK and European clients. More information on why we believe Europe offers exciting company investment opportunities that are leading the way in sustainable business is available in the articles below.

Reasons to invest in Europe

Is Europe leading the way in sustainable business?

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Investment rationales - interactive holdings map

We believe sustainability is core to any company's business model, not an optional extra. We look for businesses whose success is tied to the social and environmental benefits they deliver, whether the provision of basic sanitation products or advanced engineering software.

The map below includes information on companies we hold for clients. You can filter by strategy, Sustainable Development Goals or individual company names.

Please use the + and - on the map to explore the companies.

Portfolio holdings

For illustrative purposes only. Reference to the names of example company names mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. Companies mentioned herein may or may not form part of the holdings of Stewart Investors.

Certain statements, estimates, and projections in this document may be forward-looking statements. These forward-looking statements are based upon Stewart Investors’ current assumptions and beliefs, in light of currently available information, but involve known and unknown risks and uncertainties. Actual actions or results may differ materially from those discussed. Readers are cautioned not to place undue reliance on these forward-looking statements. There is no certainty that current conditions will last, and Stewart Investors undertakes no obligation to correct, revise or update information herein, whether as a result of new information, future events or otherwise.

Source: Stewart Investors investment team and company data. Securities mentioned are all of the holdings with a portfolio weight over 0.5% from representative Asia Pacific Sustainability Strategy, Asia Pacific & Japan Sustainability Strategy, Asia Pacific Leaders Sustainability Strategy, European Sustainability Strategy, Global Emerging Markets Leaders Sustainability Strategy, Global Emerging Markets Sustainability Strategy, Indian Subcontinent Sustainability Strategy, Worldwide Sustainability Strategy and Worldwide Leaders Sustainability Strategy accounts as of 30 June 2021. Reference to specific securities should not be construed as investment advice or a recommendation to invest in any of those companies. Any data referenced is accurate as of 30 June 2021. Holdings are subject to change. The Stewart Investors Sustainable Funds Group supports the Sustainable Development Goals (SDGs). The full list of SDGs can be found on the United Nations website.


Investment Terms

View our list of investment terms to help you understand the terminology within these rationales.

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