Worldwide Leaders Fund: Stewart Investors

The Worldwide Leaders strategy launched in November 2013 and transitioned to become a dedicated sustainability strategy in October 2016. The strategy invests in 30-60 high-quality global companies that are particularly well positioned to contribute to, and benefit from, sustainable development.

Investment Objective

The Stewart Investors Worldwide Leaders Fund (the "Fund") seeks to achieve capital growth over the long term.
The fund was launched on June 17th, 2025.
Leaders simply means that this strategy is focused on companies with a market cap value of at least USD5 billion.

Strategy highlights: a focus on quality and sustainability

Companies must contribute to sustainable development.
We seek to invest in high-quality companies with exceptional cultures, strong franchises and resilient financials.
We avoid companies linked to harmful activities and engage and vote for positive change.
Our approach is long-term, bottom-up, high conviction and benchmark agnostic.
We seek to achieve capital growth – we define risk as the permanent loss of client capital.

Documents

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

Factsheets

Available soon

Annual & Interim Reports

Available soon

Prospectus

Statutory Prospectus

Stewart Investors Worldwide Leaders Fund Summary Prospectus

Statement of Additional Information

Forms and policies

New Account Application

Optional Account Services

Letter of Instruction

IRA Account Application form

IRA Distribution Request form

IRA Rollover/transfer form

Transfer on Death Registration Form

Portfolio Holdings

Available soon

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.

Global Emerging Markets Leaders Fund

The strategy launched in April 2020 and typically invests in 25-60 high-quality emerging markets companies with a total stock market value of at least US$1 billion.

Contact us

Contacts for institutional client and consultants. Transfer Agent, Fund Accountant and Fund Administrator.

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