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.
Since the launch of Stewart Investors first investment strategy in 1988, sustainable investment has always been an integral part of our investment philosophy and stock-picking process. At the heart of this philosophy is the principle of stewardship.
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
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