Interactive portfolio holdings

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 through the provision of basic sanitation products or advanced engineering software.

The map below includes information on companies we hold for clients. We categorise companies into those providing sustainable products & services, required infrastructure or responsible finance. You can filter by Sustainable Development goals or individual company names.

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

Portfolio holdings

Source: Stewart Investors investment team company research. Securities mentioned are all of the holdings from representative Asia Pacific Sustainability Strategy, Asia Pacific & Japan Sustainability Strategy, Asia Pacific Leaders Sustainability Strategy, Global Emerging Markets Sustainability Leaders Strategy, Global Emerging Markets Sustainability Strategy, Indian Subcontinent Sustainability Strategy, Worldwide Sustainability Strategy and Worldwide Leaders Sustainability Strategy accounts as of 30 September 2020. 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 September 2020. 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.

PDF versions of the holdings information for each strategy can be found below:



  • Circular economy - is an economic system aimed at eliminating waste and promoting the sustainable use of resources
  • Cyclical - companies that operate in industries which are sensitive to movements of the economy
  • Dual class structure – companies or stocks with two or more classes of shares with different voting rights for each class
  • Free float – a listed company where there is no identifiable principal owner
  • Leverage – is the use of debt (borrowed capital) in order to undertake an investment or project
  • M&A - mergers and acquisitions
  • Margin - the difference between a product or service’s selling price and the cost of production
  • Net cash - a company’s total cash minus total liabilities shown on financial statements
  • Poison pill – a defence strategy used to prevent/discourage potential hostile takeover attempts
  • Share buy-backs - this is where a company buys some of its own shares from existing shareholders
  • Stranded assets - these are investments that are not able to make an economic return and which are likely to see their economic life curtailed due to a combination of technology, regulatory and/or market changes
  • Stock splits - a corporate action in which a company divides its existing shares into multiple shares to boost the liquidity of the shares
  • Tailwinds - conditions favourable to a company’s growth
  • Triple bottom line - this is where a company commits to focus on social and environmental concerns as well as profits