This fund was downgraded to a Hold in autumn 2025, and no longer appears in the Selection
This fund’s philosophy is to invest sustainably for the long term. It is completely benchmark agnostic, leading to its move into the Specialist sector. Corporate governance is paramount and most stocks will not meet the fund’s strict criteria. The team favours steady growers which can compound over the longer term. The fund only invests in large and mid-cap stocks and the resulting concentrated portfolio has about 40-60 names.
David Gait, Sashi Reddy
Stewart Investors has a strong team-based process. David Gait, who began co-managing the fund in July 2015, is extremely experienced, having been part of the Stewart team since 1997. He has managed the similar Elite Rated Asia Pacific Sustainability fund since inception in 2005 and generates investment ideas across all sectors in emerging and developed markets.
Sashi Reddy has co-managed the fund since January 2016, having joined the Asia Pacific team in July 2008. Sashi achieved an MBA from the Toronto-based Schulich School of Business, and previously worked with Credit Suisse First Boston.
Hold
No
7.5
0.80%
0.85%
Acc and Inc
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Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.
The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.
Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).
Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.
Sector rankings calculated from multiple underlying sectors; certain funds remain unranked due to limited comparability.
Funds assigned to an alternative IA sector; sector rankings may differ accordingly.
The information provided is based on our proprietary qualitative and quantitative research. Whilst reasonable efforts have been taken to ensure accuracy, Chelsea Financial Services cannot guarantee that the information is free from errors, omissions, or inaccuracies.
This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.
Please read the full Important Notice on page 2 of the FundReview 2025 carefully before making investment decisions.
Whilst every effort has been made to ensure the accuracy of this information, Chelsea Financial Services takes no responsibility for any errors, omissions or inaccuracies contained therein. The funds within the Chelsea Selection are based on our proprietary research, which is both qualitative and quantitative. Please note this is not investment advice, nor does it imply that you should invest in this fund. Past performance is a not a guide to future returns.
To find out more about our Chelsea Risk Rating, please visit our dedicated page.
The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).
The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.
