Stewart Investors Worldwide Sustainab. B Acc GBP

Willis Owen Research Commentary

This Focus 50 sustainability fund, co-managed by Nick Edgerton and David Gait, draws on the market-leading global equity research and stable investment team at Stewart Investors. Although the strategy is reasonably new, launched in 2012, the process behind this fund has been in place since the 1990s. Fundamental analysis of companies with a heavy focus on the sustainability of their earnings and business models is core to stock selection. There is also preference for high-calibre management and healthy balance sheets leading to a bias to defensive growth shares. The extensive, independent and insightful research has delivered decent performance for investors since inception and we think it should continue to deliver sustainable returns.

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