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

Documents and Factsheets

Fund literature including Factsheets, Prospectus, KFS, KIIDS, and 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

First Sentier Investors Global Umbrella Fund plc

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

 

 

 

 

 

 

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.