Stewart Investors Worldwide Sustainability Fund Class III (Accumulation) CAD (0P0001LJVU)

Overview

The described fund is an investment vehicle that primarily focuses on the equity securities of infrastructure companies worldwide. This includes investments in companies across both developed and emerging markets, including the United States. The fund's strategy is to allocate at least 80% of its net assets, along with any borrowed funds for investment purposes, towards publicly traded equity securities of these companies. The criteria for selecting these infrastructure companies is based on their earnings, with a requirement that at least 65% of their operating earnings come from the ownership or operation of infrastructure assets. This broad definition allows the fund to invest in a diverse range of companies involved in critical physical and structural assets necessary for the functioning of society and the economy.

Products and Services

• Equity Securities of Infrastructure Companies

This product focuses on investing in the equity securities of companies involved in the operation, ownership, or management of infrastructure assets. These assets typically include facilities and services essential for the economy and society, such as transportation networks, energy facilities, and water and sewage systems. By targeting at least 80% of its net assets towards these securities, the fund aims to provide investors with exposure to the infrastructure sector, which is often characterized by stable and predictable cash flows.

• Global Investment Reach

The fund's investment strategy is not limited by geographic boundaries. It operates on a global scale, investing in infrastructure companies listed on domestic and international exchanges, including those within emerging markets. This approach allows for a diversified investment portfolio that can tap into the growth potential of infrastructure development worldwide. The global reach also mitigates risk by spreading investments across different economic and regulatory environments.

• Emerging Markets Exposure

Part of the fund's strategy includes investing in the equity securities of infrastructure companies within emerging markets. These markets often offer higher growth potential compared to more developed ones, albeit with increased risk. The inclusion of emerging markets in the investment portfolio aims to capitalize on rapid infrastructure development and urbanization trends, providing a unique blend of growth and income investment opportunities to the fund's shareholders.