Portfolio Explorer

Sharing the stories of the companies we invest in

We focus on understanding the contributions companies make to sustainable development. We believe that qualitative assessments are as important as quantitative measures.

Explore how our portfolio companies are contributing to human development and climate solutions.

Risk factors

Capital at risk. The value of investments and any income from them may go down as well as up and are not guaranteed. Investors may get back significantly less than the original amount invested.

Important information

For illustrative purposes only. Reference to the names of example company names mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. Companies mentioned herein may or may not form part of the holdings of Stewart Investors. Holdings are subject to change.

Certain statements, estimates, and projections in this document may be forward-looking statements. These forward-looking statements are based upon Stewart Investors’ current assumptions and beliefs, in light of currently available information, but involve known and unknown risks and uncertainties. Actual actions or results may differ materially from those discussed. Readers are cautioned not to place undue reliance on these forward-looking statements. There is no certainty that current conditions will last, and Stewart Investors undertakes no obligation to correct, revise or update information herein, whether as a result of new information, future events or otherwise.

Source: Stewart Investors investment team and company data. Securities mentioned are all investee companies* for the Pacific Assets Trust plc as at 31 December 2025.

*Assets that the Trust may hold which an active decision has not been made, and sustainability assessment does not apply, include cash, cash equivalents, short-term holdings for the purpose of efficient portfolio management and holdings received as a result of mandatory corporate actions. Holdings of such assets will not appear on Portfolio Explorer.

Source for climate solutions and human development analysis and mapping: Stewart Investors investment team. Contributions are defined by the team as demonstrable contributions to any solution, either direct (directly attributable to products, services or practices provided by that company) or enabling (supported or made possible by products or technologies provided by that company).

Investment terms

View our list of investment terms to help you understand the terminology within this document.

What’s direct link / enabling link

A direct link is when a company’s goods or services are the main way that a positive social or environmental outcome can be achieved (e.g. solar panel manufacturers or installers).
An enabling link is when a company’s goods or services enable other companies to contribute to a positive social or environmental outcome (e.g. manufacturers of critical components that are used as inputs in the manufacture of solar panels).

Footnotes

Updated in Q1 2025 from the original 10 broad pillars first published in 2021.
According to economist and 1998 Nobel prize winner, Amartya Sen, freedom is both the primary objective of development, and the principal means of development. 'Development as freedom' - Oxford University Press.
Any reference to Project Drawdown is to describe the publicly available materials utilised by Stewart Investors in formulating its sustainability analysis. It is not intended to be, and should not be, read as constituting or implying that Project Drawdown has reviewed or otherwise endorsed the Stewart Investors sustainability assessment framework.
Source: Stewart Investors and Project Drawdown solutions data. Gigatons CO2 Equivalent Reduced / Sequestered (2020-2050)