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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.
Our team
IMPORTANT NEWS: Transition of investment management responsibilities (excluding the Worldwide strategies)
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.
Biographies
Lorna Logan - Analyst & Portfolio Manager currently managing the Worldwide Leaders and Worldwide All Cap funds
- Joined the team in July 2017.
- Previously, Lorna worked in various roles at Colonial First State Global Asset Management (now First Sentier Group), and prior to that, worked as a management consultant.
- Lorna holds a Masters in Sustainability Leadership from the University of Cambridge and a BA (Hons) in Business and Psychology from the University of Strathclyde.
Nick Edgerton - Analyst & Lead Portfolio Manager currently managing the Worldwide Leaders and Worldwide All Cap funds
- Joined the team in April 2012, following two years in the First State Investments group (now First Sentier Group).
- Previously, Nick worked as an analyst with the Sustainability funds at AMP Capital Investors, and has experience as a consultant, public servant, and academic in sustainability and economics.
- He holds a Bachelor of Economics from Macquarie University, and a Master of Science with Distinction in Ecological Economics from the University of Edinburgh.