Stewart Investors Worldwide Sustainability
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/106361-2022-03-09-17:45.pdf |
FUND MANAGER | Stewart Investors |
ASX Code | |
APIR | FSF1675AU |
ASSET CLASS | GLOBAL EQUITIES |
INVESTMENT STYLE | The Fund has an investment strategy that allows the manager to invest in the shares of companies from around the world that they believe are well positioned to benefit from, and contribute to sustainable development. |
INVESTMENT PROFILE | To achieve long-term capital growth by investing directly or indirectly in a diversified portfolio of equity or equity-related securities which are listed, traded or dealt in on any of the regulated |
CURRENCY MANAGEMENT | |
INCEPTION DATE | 01-08-2014 |
BENCHMARK | MSCI All Country World Index over rolling five-year periods before fees and taxes. |
FUND SIZE | MSCI All Country World Index over rolling five-year periods before fees and taxes. |
DISTRIBUTION FREQUENCY | Half yearly |
NO. OF HOLDINGS | |
FEES | 0.75% pa |
STRUCTURE |
Benefits
Benefits | First Sentier Investors First Sentier Investors is a global asset management group focused on providing high quality, long-term investment capabilities to clients. It brings together teams of specialist investment managers who share its common commitment to responsible investment principles. First Sentier Investors is a stand-alone asset management business and also home to a number of individually branded investment teams, such as Stewart Investors, FSSA Investment Managers and Realindex. Significant benefits Investing in the Fund offers investors access to: |
RISK LEVEL | Very high |
INVESTOR SUITABILITY | The Fund is suitable for investors seeking long-term investment in international equities. Very high risk of short-term loss. Likely to produce higher returns over the minimum suggested timeframe |
Risks
Title | |
Detail |
Key Features
Stewart Investors Stewart Investors manage a focused suite of long-only equity strategies investing in Asia Pacific, Global Emerging Markets and Worldwide. It complements these with more specific Latin America and Indian Subcontinent strategies. Stewart Investors has an investment philosophy that is unchanged in more than three decades, since the launch of their first fund in 1988. Stewart Investors take a bottom-up (company-focused) approach to sustainable investment. They look for good quality companies (management, franchise and financials) that are well positioned to meet the challenge of sustainable development and contribute towards achieving it in the countries in which they operate, be they developed or developing. Stewart Investors has a strong conviction that such companies face fewer risks and are better placed to deliver positive long-term returns to shareholders. |
Mandate
Stewart Investors applies a bottom-up approach and aims to invest only in well-stewarded, high quality companies with sustainability at the heart of all investment considerations. Investment • Quality of management including integrity, attitude to environmental and social impacts, corporate management, long-term performance and risk. The manager recognises and supports the need for societies to maintain a sustainable ecological footprint as they develop and believe a company’s ability to contribute to and benefit from helping societies to achieve this – i.e. its sustainability positioning – is a key indicator of its quality Global Equities 80%-100% |