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We invest in high quality companies that are well positioned to benefit from and contribute to the sustainable development of the countries in which they operate.

Sustainable Funds Group


We believe that sustainability is a driver of investment returns and that fully incorporating sustainability into the investment process is the best way to protect and grow our clients’ capital over the long-term.

Our investment process is focused on the quality and sustainability positioning of individual companies, which includes an assessment of a company's management, financials and franchise.

The integrity and stewardship of company management is central to our assessment of quality. Similarly, all Stewart Investors investment team members sign our Hippocratic Oath, which includes the commitment to act in the interests of our clients and society that we will not pursue risk adjusted returns to the extent that our actions will knowingly harm others.

This website provides information on the companies we invest in, our current thinking on sustainable investment and what we have learned from investment trips. We hope it explains clearly our investment philosophy and the benefits of sustainable investing.


<p></p> <table><thead><tr><th>ANNUAL PERFORMANCE (% IN GBP) TO 31 August 2019</th><th>12 MTHS TO 31/08/19</th><th>12 MTHS TO 31/08/18</th><th>12 MTHS TO 31/08/17</th><th>12 MTHS TO 31/08/16</th><th><strong>12 MTHS TO 31/08/15</strong></th></tr></thead><tbody><tr><td>Fund return</td><td>23.1</td><td>-3.5</td><td>18.8</td><td>32.9</td><td>3.5</td></tr><tr><td>FTSE Global Core Infrastructure 50/50 Total Return Index</td><td>22.6</td><td>-1.9</td><td>17.8</td><td>31.0</td><td>1.5</td></tr></tbody></table> <table><thead><tr><th>CUMULATIVE PERFORMANCE (% IN GBP) TO&nbsp;<strong>31 August 2019</strong></th><th>3 MTHS</th><th>6 MTHS</th><th>1 YR</th><th>3 YRS</th><th>5 YRS</th><th>10 YRS</th><th><strong>SINCE INCEPTION</strong><br></th></tr></thead><tbody><tr><td>Fund return</td><td>9.2</td><td>18.7</td><td>23.1</td><td>41.1</td><td>94.1</td><td>248.1</td><td>235.6</td></tr><tr><td>FTSE Global Core Infrastructure 50/50 Total Return Index</td><td>8.3</td><td>17.4</td><td>22.6</td><td>41.7</td><td>88.4</td><td>217.5</td><td>169.5</td></tr></tbody></table> <p></p>
<p><strong>These figures refer to the past. Past performance is not a reliable indicator of future results. For investors based in countries with currencies other than GBP, the return may increase or decrease as a result of currency fluctuations.</strong><br /></p> <p>All performance data for the First State Global Listed Infrastructure Fund Class B (Accumulation) GBP as at 31 August 2019. Source for fund - Lipper IM / First State Investments (UK) Limited. Performance data is calculated on a net basis by deducting fees incurred at fund level (e.g. the management and administration fee) and other costs charged to the fund (e.g. transaction and custody costs), save that it does not take account of initial charges or switching fees (if any). Income reinvested is included on a net of tax basis. Source for benchmark - FTSE, income reinvested net of tax. Since inception performance figures have been calculated from 08 October 2007. </p>