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 Fund Factsheets, Prospectus and KFS, Semi-Annual and Annual Reports. 

Factsheets

Stewart Investors Asia Pacific Leaders Fund: English Chinese 1

Stewart Investors Asia Pacific All Cap Fund: English Chinese 2

Stewart Investors Global Emerging Markets Leaders Fund: English Chinese

Stewart Investors Global Emerging Markets All Cap Fund: English Chinese 3

Stewart Investors Worldwide Leaders Fund: English Chinese 4

 

1 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.

2 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.

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 Worldwide Leaders Sustainability Fund to Stewart Investors Worldwide Leaders Fund.

Prospectus

First Sentier Investors Global Umbrella Fund plc: English Chinese

Stewart Investors Global Umbrella Funds Product Key Facts Statement Prospectus supplements (Englsh) Prospectus supplements (Chinese)
Stewart Investors Asia Pacific Leaders Fund1 View View View
Stewart Investors Asia Pacific All Cap Fund2 View View View
Stewart Investors Global Emerging Markets Leaders Fund View View View
Stewart Investors Global Emerging Markets All Cap Fund3 View View View
Stewart Investors Indian Subcontinent All Cap Fund4 View View View
Stewart Investors Worldwide Leaders Fund5 View View View
Stewart Investors Worldwide All Cap Fund6 View View View

 

1 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.

2 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.

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 and Annual Report

First Sentier Investors Global Umbrella Fund plc: Annual Report Semi-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.