The Stewart Investors Worldwide Leaders Sustainability Fund has been awarded a “5 IP” rating from Research IP, with a score of 4.27/5.
The Stewart Investors Worldwide Leaders Sustainability Fund invests in companies which are positioned to contribute to, and benefit from sustainable development. The Fund may have exposure to developed markets or emerging markets whilst maintaining its geographical diversity.
What is the Fund’s competitive advantage?
Qualitative Research Report and Data Tear Sheet
Research IP says
“Two facets of the Investment team composition are apparent to Research IP. One is the diversity of experience, with a significant number of the team coming from non-financial academic backgrounds (as noted by the Manager). Research IP believes this can provide value for a strategy such as this one, where non-financial factors are a key focus. The other facet is the passion for what they do. Culture is important for any team and Research IP views this positively amongst the team demonstrated by their clear drive to deliver on what they promote.”
“By ‘sustainable’, the Manager means with a small ‘s’, in that the starting point of a quality company begins with its impact on human development and its ecological footprint (i.e. resources used versus consumption). This is baked into the Manager’s philosophy from the beginning and very much supports a long-term approach to investing.”
“Research IP believes an important factor in the Manager’s investment process is the ongoing engagement with portfolio companies. Research IP believes the Manager takes a firm view on people and management when evaluating the viability of investment over the long-term. The Manager will form a view on the integrity, competence and humility of a company’s management through dialogue and historical analysis of behaviour.”
Research IP, 1 December 2022
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Disclaimer, Disclosures and Warnings
Research IP strongly recommends this document and report be read in conjunction with the relevant Product Disclosure Statement. Research IP gives no warranty of accuracy or completeness of information in this document. Any information, opinions, views or recommendations are general information only and do not take into consideration any person’s particular financial situation or goals and therefore does not constitute financial advice. This document should not be relied upon as a substitute for financial advice from your financial adviser.
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