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IMPORTANT NEWS: Transition of investment management responsibilities
First Sentier Group, the global asset management organisation, has announced a strategic transition of Stewart Investors' investment management responsibilities to its affiliate investment team, FSSA Investment Managers, effective Friday, 14 November close of business EST.
Documents and Factsheets
Fund literature including Factsheets, Prospectus, KFS, KIIDS, and Semi-Annual and Annual Reports.
- Fund Factsheets
- Prospectus, KFS and KIIDS
- Semi-Annual and Annual Reports
Funds / share classes authorised for retail investors
Funds / share classes not authorised for retail investors
-
Stewart Investors Asia Pacific All Cap Fund Class VI Accumulation USD1
Stewart Investors Asia Pacific Leaders Fund Class VI Accumulation USD2
Stewart Investors Global Emerging Markets All Cap Fund Class III Accumulation USD3
Stewart Investors Global Emerging Markets Leaders Fund Class III Accumulation USD
Stewart Investors Indian Subcontinent All Cap Fund Class III Accumulation USD4
Stewart Investors Worldwide Leaders Fund Class III Accumulation USD5
1 On 28 November 2024, the fund name has been changed from Stewart Investors Asia Pacific Sustainability Fund to Stewart Investors Asia Pacific All Cap Fund.
2 On 28 November 2024, the fund name has been changed from Stewart Investors Asia Pacific Leaders Sustainability Fund to Stewart Investors Asia Pacific Leaders Fund.
3 On 28 November 2024, the fund name has been changed from Stewart Investors Global Emerging Markets Sustainability Fund to Stewart Investors Global Emerging Markets All Cap Fund.
4 On 28 November 2024, the fund name has been changed from Stewart Investors Indian Subcontinent Sustainability Fund to Stewart Investors Indian Subcontinent All Cap Fund.
5 On 28 November 2024, the fund name has been changed from Stewart Investors Worldwide Leaders Sustainability Fund to Stewart Investors Worldwide Leaders Fund.
Funds / share classes authorised for retail investors
Prospectus
| Stewart Investors Global Umbrella Funds | Product Key Facts Statement | Prospectus supplements (English) |
|---|---|---|
| Stewart Investors Asia Pacific Leaders Fund1 | View | View |
| Stewart Investors Asia Pacific All Cap Fund2 | View | View |
| Stewart Investors Global Emerging Markets Leaders Fund | View | View |
| Stewart Investors Global Emerging Markets All Cap Fund3 | View | View |
| Stewart Investors Indian Subcontinent All Cap Fund4 | View | View |
| Stewart Investors Worldwide Leaders Fund5 | View | View |
| Stewart Investors Worldwide All Cap Fund6 | View | View |
Funds / share classes not authorised for retail investors
UCITS KIIDS
| First Sentier Global Umbrella Fund | KIIDS |
|---|---|
| Stewart Investors Asia Pacific All Cap Fund Class VI Accumulation USD1 | View |
| Stewart Investors Asia Pacific Leaders Fund Class VI Accumulation USD2 | View |
| Stewart Investors Global Emerging Markets All Cap Fund Class III Accumulation USD3 | View |
| Stewart Investors Global Emerging Markets Leaders Fund Class III Accumulation USD | View |
| Stewart Investors Indian Subcontinent All Cap Fund Class III Accumulation USD4 | View |
| Stewart Investors Worldwide Leaders Fund Class III Accumulation USD5 | View |
1 On 28 November 2024, the fund name has been changed from Stewart Investors Asia Pacific Sustainability Fund to Stewart Investors Asia Pacific All Cap Fund.
2 On 28 November 2024, the fund name has been changed from Stewart Investors Asia Pacific Leaders Sustainability Fund to Stewart Investors Asia Pacific Leaders Fund.
3 On 28 November 2024, the fund name has been changed from Stewart Investors Global Emerging Markets Sustainability Fund to Stewart Investors Global Emerging Markets All Cap Fund.
4 On 28 November 2024, the fund name has been changed from Stewart Investors Indian Subcontinent Sustainability Fund to Stewart Investors Indian Subcontinent All Cap Fund.
5 On 28 November 2024, the fund name has been changed from Stewart Investors Worldwide Leaders Sustainability Fund to Stewart Investors Worldwide Leaders Fund.
6 On 28 November 2024, the fund name has been changed from Stewart Investors Worldwide Sustainability Fund to Stewart Investors Worldwide All Cap Fund.
Semi-Annual & Annual Reports
First Sentier Investors Global Umbrella Fund plc Semi-annual Report Annual Report