First Sentier Investors - Stewart Investors Global Emerging Markets Leaders Class B Income GBPRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 0.0 | 5.8 | -2.3 | 7.1 | -1.0 | |
+/-Cat | -14.1 | 7.2 | 9.8 | 3.0 | -10.2 | |
+/-B’mrk | -13.9 | 6.6 | 5.6 | 3.2 | -11.8 | |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 31/10/2024 | GBX 105.75 | |
Day Change | -0.55% | |
Morningstar Category™ | Global Emerging Markets Equity | |
IA (formerly IMA) Sector | Specialist | |
ISIN | GB00B8DJC361 | |
Fund Size (Mil) 31/10/2024 | GBP 431.95 | |
Share Class Size (Mil) 31/10/2024 | GBP 4.34 | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2024 | 0.80% |
Morningstar Research |
Analyst Report | 12/04/2024 Claire Liang, Senior Analyst Morningstar, Inc |
Stewart Investors Global Emerging Markets Leaders Sustainability continues to benefit from a capable investment team and a best-in-class investment approach. We reiterate the strategy’s Above Average People rating and High Process rating. The... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: First Sentier Investors - Stewart Investors Global Emerging Markets Leaders Class B Income GBP |
The Fund aims to achieve capital growth over the long-term (at least five years). The Fund invests in equity or equity-related securities of large and mid-capitalisation companies that are incorporated or listed in Emerging Markets, or those of companies listed on developed market exchanges where a majority of their activities take place in Emerging Market countries. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Jack Nelson 01/04/2022 | ||
David Gait 01/04/2022 | ||
Inception Date 01/09/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR GBP | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for First Sentier Investors - Stewart Investors Global Emerging Markets Leaders Class B Income GBP | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Taiwan Semiconductor Manufacturi... | Technology | 7.94 |
Mahindra & Mahindra Ltd | Consumer Cyclical | 5.76 |
HDFC Bank Ltd | Financial Services | 5.53 |
Unicharm Corp | Consumer Defensive | 4.89 |
Tata Consultancy Services Ltd | Technology | 4.64 |
Increase Decrease New since last portfolio | ||
First Sentier Investors - Stewart Investors Global Emerging Markets Leaders Class B Income GBP |