The Stewart Investors Worldwide Leaders Sustainability Fund (NZ PIE) has been awarded a “5 IP” rating from Research IP, with a score of 4.27/5.
The Stewart Investors Worldwide Leaders Sustainability Fund (NZ PIE) 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.
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Research IP says
“The Fund is managed by the investment team at Stewart Investors. The team includes 13 investment analysts with team members based in Edinburgh, London, Singapore, and Sydney. The team has over 170 years investment experience, and tenure with the team averages over 14 years. Industry experience ranges from several decades through to recent graduate hires.”
“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. Research IP believes this can provide value for a strategy such as this one, where non-financial factors are a key focus. It also facilitates diversity of thought which can assist in avoiding groupthink. 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.”
“Research IP highlights the active nature of the strategy, evidence by the concentrated number of stocks and high active share. The Manager is benchmark agnostic, focusing on companies that meet their definition of quality and positioning on sustainability. A company does not need to be included in the MSCI ACWI benchmark for the Manager to invest. Investors whose investment philosophy aligns with the Manager’s approach to sustainable development will consider this strategy as a global equity allocation. 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, 23 April 2024
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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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