Fund in Focus: Stewart Investors

By Forrest Private Wealth

Sustainable, Value Driven Investing

Sustainable investing lets you put your values at the heart of your portfolio. At Forrest Private Wealth we selected the expert team at Stewart Investors to provide exposure to investments focused on sustainability.

Stewarts have built a diversified portfolio of high value companies that are creating a sustainable future. Solving environmental, social and governance issues is at the core of their investment strategy.

They divide companies into three categories to help identify those with positive long-term sustainable positioning.

They’re custodians who understand and carry out their responsibilities with integrity and respect for the people who rely on them and on whom they rely, and for the society around them. With a return of over 13% per annum since inception, the expert team at Stewart Investors have proven they are able to make good long term returns from sustainable and value driven investing.

How do we invest at Forrest Private Wealth?

We’re always asked about how we manage money. We have a number of portfolios that we actively manage using separately managed accounts. We currently use Macquarie’s infrastructure to manage this for our clients and we have a stringent internal process for selecting and managing investments. Our investments involve employing some of Australia’ best specialist fund managers across domestic equities, international equities, infrastructure and money markets to invest directly into the markets they specialise in.

Read more about our investment philosophy or lock in a complimentary virtual coffee to learn how we can help.


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