# Stewart Investors Worldwide Leaders Fund

> Mechanical fund record. Sourced from the FMA Disclose register. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **Manager:** Stewart Investors (Stewart Investors), parent First Sentier Investors
- **Asset class:** International Equities
- **Risk profile:** growth
- **Structure:** NZ Portfolio Investment Entity (PIE) — investor tax capped at PIR (max 28%)
- **Responsible investment label:** yes (see SIPO for screening framework)
- **Confidence tier:** C (Sorted Smart Investor → FMA Disclose)
- **Last verified:** 2026-05-22

## Summary

The Stewart Investors Worldwide Leaders Fund is a international equities managed fund run by Stewart Investors. Sustainable-investing specialist (First Sentier subsidiary) with a Worldwide Leaders PIE fund for NZ investors.

## Fund data

- **Annual fund charge:** 0.61% p.a. (from the latest Quarterly Fund Update)
- **Risk indicator:** 5/7 on the FMA-mandated standardised scale (1 = lower risk, 7 = higher risk)
- **Fund size (AUM):** NZ$12 million
- **Asset mix:** 98% growth assets · 2% income assets
- **Fund started:** 2 September 2022
- **Minimum initial investment:** NZ$50,000

## Top 10 holdings

1. Samsung Electronics Co Ltd — 7.17%
2. Singapore Telecomm Npv B L 100 — 6.77%
3. Watsco Inc — 4.76%
4. Cash at Bank (BNZ) — 4.67%
5. Biomerieux Npv — 4.54%
6. Kla Tencor Corporation Com — 4.14%
7. Fortinet Inc Com — 3.95%
8. Mahindra & Mahindra Limited — 3.87%
9. Markel Corporation — 3.86%
10. Alcon Ag — 3.85%

Holdings are disclosed in every Quarterly Fund Update; the full portfolio holdings file is available via the FMA Disclose register.

## How to invest

Available via: InvestNow, Stewart Investors directly. Read the current Product Disclosure Statement (PDS) before investing.

## Sources

- **FMA Disclose register** (primary): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Stewart%20Investors%20Worldwide%20Leaders%20Fund
- **Product Disclosure Statement:** /disclose-document/feef326594669551/20260401-Stewart-Investors-PDS.pdf
- **Sorted Smart Investor** (cross-validation): https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13295/OFR13333/FND38994/
- **Manager website:** https://www.stewartinvestors.com

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

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- **Structured data (JSON):** https://managedfunds.nz/funds/stewart-investors/worldwide-leaders/data.json
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.