Sustainable Investing Partners win Award

6 April 2022


Stewart Investors, one of three sustainable investing partners managing our Ethical Sustainable Growth Fund, has won the inaugural Morningstar Fund Manager of the Year award for Sustainable Investing.

Established 35 years ago, Morningstar is a global investment research firm, headquartered in Chicago, USA, with an Australian head office in Melbourne. The company provides extensive research, tools and insights for financial advisors, asset managers and individual investors. In late 2020 they began integrating environmental, social, and governance (ESG) factors into their analysis of stocks, funds, and asset managers.

Around the same time, The Australian Advice Network, of which Guide Financial is one of four member companies, launched our Ethical Sustainable Growth Fund, after 12 months of research, settling on four sustainable investing partners – Australian Ethical, Stewart Investors, Alphinity, and Betashare.

Stewart Investors has been providing sustainable investment opportunities globally for over 30 years, focusing on stewardship and sustainable development as key drivers of long-term investment performance. Their Worldwide Sustainability Strategy (launched 2012) and their Worldwide Leaders Sustainability Strategy (‘leaders’ being companies with a market cap of USD3 billion +) invest in 40-60 high-quality global companies that contribute towards a more sustainable future. This includes how a company affects the ecosystem that they are part of.

The Award

This is the first year Morningstar has honoured Sustainable Investing and we are delighted to see our partner, Stewart Investors, become the first manager to win the award,” said Guide Financial Director and Senior Advisor, Brad Wall.

The award is based on a combination of qualitative research by its manager research analysts; risk-adjusted returns over medium- to long-term periods; and performance in the 2021 calendar year. To receive the sustainable investing award, a fund manager must have achieved superior results for the Morningstar ESG commitment level assessment (asset manager); a forward-looking qualitative assessment incorporating three key pillars: philosophy and process, resources; and active ownership.

Sustainable Investing Partners Performing Well

Guide Financial clients who have invested in our Ethical Sustainable Growth Fund are benefiting from the funds impressive performance,” said Brad. “We are seeing more clients wanting to include sustainability stocks in their funds, due to personal values alignment and the respectable returns.’

This award highlights the increased interest in environmental, social and governance (ESG) strategies by investors, and recognises Stewart Investors Worldwide Sustainability as having a best-in-class team and clear investment approach.

Share This Content!

General Notice.
This report is NOT intended to be advice. The information provided on this report is not intended to influence any person in making a decision in relation to a particular financial product, class of financial products, or any interest in either. Taxation is only one of the matters that must be considered when making a decision in relation to a financial product. However, to the extent that advice is provided on this report, it does not take into account any person’s particular objectives, financial situation or needs. These should be considered to determine the appropriateness of the advice, before acting on it.

General Advice Warning
The information contained in this document is published by Australian Advice Network Pty Ltd (AFSL 472901 ABN 13 602 917 297). The information contained herein is not intended to be advice and does not take into account your personal circumstances, financial situation and objectives. The information provided herein may not be appropriate to your particular financial circumstances and we encourage you to obtain advice from your financial adviser before making any investment decisions. Please be aware that investing involves the risk of capital loss and past results are not a reliable indicator of future performance and returns. AAN Asset Management Pty Ltd makes no representation and give no accuracy, reliability, completeness or suitability of the information contained inthis document and do not accept responsibility for any errors, or inaccuracies in, or omissions from this document; and shall not be liable for any loss or damage howsoever arising (including by reason of negligence or otherwise) as a result of any person acting or refraining from acting in reliance on any information contained herein. No reader should rely on this document, as it does not purport to be comprehensive or to render personal advice. Please consider the Product Disclosure Statement and Investment Guide before investing in the product. Performance is based on a model portfolio and is gross of investment management and administration fees, but net of transaction costs. The total return performance figures quoted are historical and do not allow for the effects of income tax or inflation. Total returns assume the reinvestment of all portfolio income. Past performance is not a reliable indicator of future performance. Portfolio holdings may not be representative of current or future recommendations for the portfolio. The securities listed may not represent all of the recommended portfolio’s holdings.