The Stewart Investors Worldwide Leaders Sustainability Fund has expired, and the previous “5 IP” rating by Research IP has been removed.
In addition, Stewart Investors notified the marketplace of some changes to the management of the Stewart Investors’ pooled funds, effective Tuesday, 19 August.
The portfolio management changes follow the departure of David Gait (Analyst & Senior Portfolio Manager), Sashi Reddy (Analyst & Senior Portfolio Manager), and Sujaya Desai (Analyst & Senior Portfolio Manager).
Qualitative Research Report and Data Tear Sheet
What is the Fund’s competitive advantage?
Research IP says
The Stewart Investors Worldwide Leaders Sustainability Fund has expired, and the previous “5 IP” rating by Research IP has been removed.
Stewart Investors notified the marketplace of some changes to the management of our Stewart Investors’ pooled funds, effective Tuesday, 19 August.
Doug Ledingham, Analyst and Senior Portfolio Manager, has taken over lead responsibilities for the Asia Pacific Leaders and Asia Pacific All Cap strategies.
Jack Nelson, Analyst and Senior Portfolio Manager, has taken over lead responsibilities for the Global Emerging Markets All Cap and Indian Subcontinent All Cap strategies.
Nick Edgerton, Analyst and Senior Portfolio Manager, has taken over lead responsibilities for the Worldwide Leaders strategy.
Jack, Doug and Nick have extensive portfolio management experience, with a combined 48 years of industry experience between them. They have the support of a talented and tightly knit investment team. Stewart Investors has always operated with a team-based approach, with every investor being an analyst and all analysts being generalists.
The portfolio management changes follow the departure of David Gait (Analyst & Senior Portfolio Manager), Sashi Reddy (Analyst & Senior Portfolio Manager), and Sujaya Desai (Analyst & Senior Portfolio Manager).
Research IP, 20 August 2025
If you have any questions in relation to this report or the Research IP services, please contact us here.
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.
Comments are closed