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Important Notice
FundRock NZ is proposing certain changes to the Stewart Investors Worldwide Leaders Fund (the "Fund"). Effective on or around 30 May 2026, the Fund will change to the FSSA Global Emerging Markets Focus Fund.
The Investor Notice is available on the FundRock NZ website and contains further information on this change, including how this will affect the Fund's investment objective, strategy, and fees.
If you have any questions, please contact your BDM.
About us
We manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years.
Corporate brochure
Our investment philosophy
Our core investment philosophy has been in place since 1988 and has remained unchanged since then.
It is founded on the principle of good stewardship, by which we mean careful, considered and responsible management of our clients’ funds.
Stewardship
Stewardship – it’s one of those financial industry words that means different things to different people. We acknowledge that, but it’s a word we’ve been using from the very start so we want to stick with it. But what do we mean by it?
Research
All our investment ideas are generated in-house and followed up through a rigorous research process as we seek good quality companies to invest in.
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