Contact us: Stewart Investors

IMPORTANT NEWS: Transition of investment management responsibilities

First Sentier Group, the global asset management organisation, has announced a strategic transition of Stewart Investors' investment management responsibilities to its affiliate investment team, FSSA Investment Managers, effective Friday, 14 November close of business EST. 

Find out more

Your local team can provide further information and answer any question you may have:

[email protected]

All investors

Standard

Stewart Investors Funds
c/o The Northern Trust Company
P.O. Box 4766
Chicago, IL 60680-4766

Overnight

Stewart Investors Funds
c/o The Northern Trust Company
333 S Wabash,
Attn: Funds Center Floor 38
Chicago, IL 60604

or by calling us at 866-494-4270 (toll free)

SEC Edgar database
https://www.sec.gov/edgar/searchedgar/companysearch.html

Documents

Our literature hub contains Annual and Interim Reports, Factsheets, Forms and applications, Portfolio Holdings and Prospectuses.

Our funds

We are now able to offer US clients access to our Global Emerging Markets Leaders strategy and our Worldwide Leaders strategy as mutual funds.

An investor should consider the investment objectives, risks, and charges and expenses of the funds carefully before investing. A prospectus which contains this and other information about the funds may be obtained by visiting our literature hub. The prospectus and the summary prospectus should be read carefully before investing.

Mutual fund investing involves risk. Principal loss is possible. Investments in foreign securities may involve risks such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Investing in emerging markets involves different and greater risks, as these countries are substantially smaller, less liquid, and more volatile than securities markets in more developed markets. The portfolio manager’s consideration of sustainability factors could cause the Funds to perform differently compared to similar funds that do not have such factors incorporated into their investment strategies. The Funds are new with no operating history and there can be no assurance that the Funds will grow to or maintain an economically viable size, in which case the Board may determine to liquidate the Funds.

The Stewart Investors Funds are distributed by Foreside Financial Services, LLC