Stewart Investors are making changes to their fund to comply with new regulations due on 02 December 2024.  

They are removing the word 'Sustainability' from the fund name. The fund will continue to consider a range of sustainability factors when selecting suitable investments with the aim of achieving its long-term growth objective.  

From 02 December 2024, we’re updating our fund name and description in line with this change. You can see details of these changes in the table below.  

Current fund name  New fund name 
SL Stewart Investors Asia Pacific Leaders Sustainability Life Fund (fund code – BFDF) SL Stewart Investors Asia Pacific Leaders Life Fund (fund code – BFDF)
Current fund description  New fund description

The SL Stewart Investors Asia Pacific Leaders Sustainability Life Fund invests primarily in the Stewart Investors Asia Pacific Leaders Sustainability Fund.  

The aim of the Stewart Investors Asia Pacific Leaders Sustainability Fund is summarised below. 

The Fund aims to achieve capital growth over the long term (at least five years). The Fund mainly invests in shares of large and mid-sized companies based in or where the majority of their activities take place in the Asia Pacific region excluding Japan and that are listed on exchanges worldwide. These companies generally have a total stock market value of at least US$ 1 billion. The Fund invests in shares of high quality companies which are positioned to contribute to, and benefit from, sustainable development. Investment decisions around high quality companies are based on three key points: (i) Quality of management. (ii) Quality of the company including its social usefulness, their environmental impacts and efficiency and responsible business practices. (iii) Quality of the company's finances and their financial performance. Sustainability is a key part of the approach. The Fund may invest up to 10% in other funds. The Fund will only use derivatives to reduce risk or to manage the Fund more efficiently in limited cases. 

The value of any investment can fall as well as rise and is not guaranteed – you may get back less than you pay in. 

The SL Stewart Investors Asia Pacific Leaders Life Fund invests primarily in the Stewart Investors Asia Pacific Leaders Fund.  
The aim of the Stewart Investors Asia Pacific Leaders Fund is summarised below. 

The Fund aims to achieve capital growth over the long term (at least five years). The Fund mainly invests in shares of large and mid-sized companies based in or where the majority of their activities take place in the Asia Pacific region excluding Japan and that are listed on exchanges worldwide. These companies generally have a total stock market value of at least US$ 1 billion. The Fund invests in shares of high quality companies which are positioned to contribute to, and benefit from, sustainable development. Investment decisions around high quality companies are based on three key points: (i) Quality of management. (ii) Quality of the company including its social usefulness, their environmental impacts and efficiency and responsible business practices. (iii) Quality of the company's finances and their financial performance. Sustainability is a key part of the approach. The Fund may invest up to 10% in other funds. The Fund will only use derivatives to reduce risk or to manage the Fund more efficiently in limited cases. 

The value of any investment can fall as well as rise and is not guaranteed – you may get back less than was paid in. 

 

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