{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/stewart-investors/worldwide-leaders/",
  "fetchedAt": "2026-05-22T05:19:08.630Z",
  "fund": {
    "slug": "worldwide-leaders",
    "name": "Stewart Investors Worldwide Leaders Fund",
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    "category": "international-equities",
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    "shortDescription": null,
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      "investnow",
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    ],
    "dataStatus": "pending-ingestion"
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    "name": "Stewart Investors",
    "legalName": "Stewart Investors",
    "parent": "First Sentier Investors",
    "website": "https://www.stewartinvestors.com",
    "hq": "Edinburgh"
  },
  "category": {
    "slug": "international-equities",
    "name": "International Equities",
    "shortName": "International Equities"
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  "metrics": {
    "status": "ok",
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    "sortedFundName": "STEWART INVESTORS WORLDWIDE LEADERS FUND",
    "sortedManager": "FUNDROCK NZ LIMITED fundrock.com",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13295/OFR13333/FND38994/",
    "fetchedAt": "2026-05-22T03:09:40.875Z",
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    "source_doc_date": "2026-05-22",
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    "fiveYearReturnNote": "Less than 5 years of data",
    "growthAssetsPct": 98.31,
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    "strategySummary": "“\n                            Aims to achieve its investment objective by investing in a diversified portfolio of equity or equity-related securities of larger capitalisation companies which are listed in, traded, or dealt on any of the regulated markets worldwide. The Fund does not hedge currency risk.\n                            ”",
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        "type": "International Equities",
        "country": "KR",
        "weightPct": 7.17
      },
      {
        "asset": "Singapore Telecomm Npv B L 100",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "SG",
        "weightPct": 6.77
      },
      {
        "asset": "Watsco Inc",
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        "country": "US",
        "weightPct": 4.76
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      {
        "asset": "Cash at Bank (BNZ)",
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      {
        "asset": "Biomerieux Npv",
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        "type": "International Equities",
        "country": "FR",
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      },
      {
        "asset": "Kla Tencor Corporation Com",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 4.14
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      {
        "asset": "Fortinet Inc Com",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "US",
        "weightPct": 3.95
      },
      {
        "asset": "Mahindra & Mahindra Limited",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "IN",
        "weightPct": 3.87
      },
      {
        "asset": "Markel Corporation",
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        "country": "US",
        "weightPct": 3.86
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      {
        "asset": "Alcon Ag",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "CH",
        "weightPct": 3.85
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    ],
    "fundStartDate": "2 September 2022",
    "minimumInvestmentNzd": 50000,
    "documents": [
      {
        "label": "STEWART INVESTORS WORLDWIDE LEADERS FUND (FND38994) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 1.14 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND38994/STEWART-INVESTORS-WORLDWIDE-LEADERS-FUND-FND38994-Full-portfolio-holdings-31-March-2026.xlsx"
      },
      {
        "label": "20260401 Stewart Investors PDS.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 804.87 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/feef326594669551/20260401-Stewart-Investors-PDS.pdf"
      },
      {
        "label": "20260331 Stewart Investors Worldwide Leaders QFU.pdf The quarterly update published by the provider PDF, 458.62 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/d2cc095304b3f35d/20260331---Stewart-Investors-Worldwide-Leaders---QFU.pdf"
      },
      {
        "label": "20260401 Stewart Investors OMI.pdf Other material information PDF, 796.65 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/c7442a6bce59ceda/20260401-Stewart-Investors-OMI.pdf"
      },
      {
        "label": "20260401 Stewart Investors SIPO.pdf Statement of investment policy and objectives PDF, 1.17 MB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/c5d2f0b3260209d4/20260401-Stewart-Investors-SIPO.pdf"
      }
    ]
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  "sources": {
    "fmaDisclose": "https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Stewart%20Investors%20Worldwide%20Leaders%20Fund",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13295/OFR13333/FND38994/",
    "productDisclosureStatement": "/disclose-document/feef326594669551/20260401-Stewart-Investors-PDS.pdf"
  },
  "licence": {
    "reuse": "Citation with link-back to canonicalUrl required. No paid redistribution.",
    "contact": "hello@managedfunds.nz"
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}