Strategies and funds

Since the launch of Stewart Investors first product 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.

Below is an overview of the strategies we manage.

Asia Pacific and Japan Sustainability

The strategy was launched in June 1988. In September 2019, it was inherited by the Sustainable Funds Group and in May 2020, transitioned to become an Asia Pacific and Japan Sustainability strategy. This change means the strategy is able to invest in companies that derive the majority of their economic exposure from Japan. The ability to invest directly in Japan allows clients to own high quality Japanese companies far earlier in their Asian growth journeys as well as accessing a greater pool of domestic companies with attractive growth opportunities that are positioned to benefit from and contribute to sustainable development. 

Asia Pacific Leaders Sustainability

Asia Pacific Sustainability

European Sustainability

Global Emerging Markets Sustainability

Global Emerging Markets Leaders Sustainability

The strategy was launched in April 2020. The strategy invests in large and mid-sized emerging markets companies which generally have a total stock market value of at least US$1 billion and that are positioned to benefit from and contribute to sustainable development.

Indian Subcontinent Sustainability

The strategy was launched in November 2006 and transitioned to the Sustainable Funds Group in 2008. The strategy invests in companies based in or having significant operations in India, Pakistan, Sri Lanka or Bangladesh and which are positioned to benefit from and contribute to sustainable development.

Pacific Assets Trust plc

Stewart Investors has been the Investment Manager for the UK-listed investment trust, Pacific Assets Trust plc (the Trust) since 1 July 2010. The Trust invests in companies in the Asia Pacific region and the Indian Subcontinent (excluding Japan, Australia and New Zealand), which are positioned to benefit from and contribute to sustainable development. 

More information:

Worldwide Sustainability

Worldwide Leaders Sustainability