First Sentier Investors (UK) Funds Limited

Fee-Only (% of Portfolio)

Stewart Investors, a division of First Sentier Investors (UK) Funds Limited, manages investment portfolios for institutional clients. They focus on generating long-term returns by investing in high-quality companies that contribute to sustainable development. Their investment approach emphasizes stewardship, a long-term perspective, and capital preservation. They manage portfolios in Asia Pacific, Europe, Global Emerging Markets, the Indian Subcontinent and Worldwide equity investment strategies.

Assets Under Management$16B
Clients20
AdvisorsN/A
Avg. per Client$820M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Stewart Investors charges an advisory fee based on a percentage of the funds they manage. The specific fee is negotiated with each client on a case-by-case basis. Clients pay these fees quarterly.

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