Our strategies

Asia Pacific and Japan All Cap

Launched in June 1988, the strategy became a dedicated sustainability strategy in September 2019. It typically invests in 30-60 companies in the Asia Pacific region, including Japan.

Asia Pacific Leaders

The strategy invests in large and mid-sized companies which generally have a total stock market value of at least US$1 billion. It launched in 2003 and became a dedicated sustainability strategy in July 2016.

Asia Pacific All Cap

This strategy was launched in December 2005. The strategy generally invests in 30-60 companies in the Asia Pacific region, including Australia and New Zealand but excluding Japan.

European (ex UK) All Cap

Typically Investing in 30-45 companies in Europe (excluding the UK), the strategy was launched in January 2022.

European All Cap

The strategy was launched in June 2021 and generally invests in 30-45 companies that we consider to be the very best sustainability companies in Europe (including the UK).

Global Emerging Markets Leaders

This strategy launched in April 2020 and typically invests in 25-60 high-quality emerging markets companies with a total stock market value of at least US$1 billion.

Global Emerging Markets All Cap

This strategy launched in February 2009 and generally invests in between 30-75 high-quality global emerging markets companies that are contributing to a more sustainable future.

Indian Subcontinent All Cap

Launched in 2006, the strategy typically invests in 30-60 companies based in or having significant operations in India, Pakistan, Sri Lanka or Bangladesh.

Worldwide Leaders

The strategy launched in November 2013 and became a dedicated sustainability strategy in October 2016. It typically invests in 30-60 global companies with a stock market value of at least US$5 billion.

Worldwide All Cap

This unconstrained investment strategy launched in November 2012, and is generally able to invest in 40-60 companies across the world that are contributing to a more sustainable future.

Strategy name changes

Please note, from 21 November 2024 Stewart Investors Strategy names will be updated as outlined in the table below. By 30 September 2025, the Stewart Investors NZ PIE Fund name will be updated to reflect these Strategy name changes. Please refer to this note for further information.

Existing Strategy Name	New Strategy Name
Asia Pacific and Japan Sustainability	Asia Pacific and Japan All Cap
Asia Pacific Leaders Sustainability	Asia Pacific Leaders
Asia Pacific Sustainability	Asia Pacific All Cap
Global Emerging Markets (ex China) Leaders Sustainability	Global Emerging Markets (ex China) Leaders
Global Emerging Markets Leaders Sustainability	Global Emerging Markets Leaders
Global Emerging Markets Sustainability	Global Emerging Markets All Cap
Worldwide Leaders Sustainability	Worldwide Leaders
Worldwide Sustainability	Worldwide All Cap
European (ex UK) Sustainability	European (ex UK) All Cap
European Sustainability	European All Cap
Indian Subcontinent Sustainability	Indian Subcontinent All Cap

Not all strategies displayed are available as funds in all regions. In New Zealand, please click on the Worldwide Leaders Sustainability strategy to view information relevant to the NZ PIE fund.

Engagement

Global Emerging Markets Leaders

Client letter: Why change a name?

Partnerships and industry initiatives

Our strategies

Asia Pacific and Japan All Cap

Asia Pacific Leaders

Asia Pacific All Cap

European (ex UK) All Cap

European All Cap

Global Emerging Markets Leaders

Global Emerging Markets All Cap

Indian Subcontinent All Cap

Worldwide Leaders

Worldwide All Cap

Strategy name changes