Stewart Investors Indian Subcontinent Sustainability Fund Class A (Accumulation) GBPRegister to Unlock Ratings |
Performance History | 31/07/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 2.3 | -3.9 | 18.1 | 34.7 | -0.6 |
![]() | +/-Cat | 9.5 | -5.0 | 8.1 | 7.4 | -0.4 |
![]() | +/-B’mrk | 3.8 | -7.3 | 6.1 | 7.3 | -3.7 |
Category: India Equity | ||||||
Category Benchmark: MSCI India NR USD |
Key Stats | ||
NAV 05/08/2022 | GBP 7.85 | |
Day Change | 0.81% | |
Morningstar Category™ | India Equity | |
IA (formerly IMA) Sector | India/Indian Subcontinent | |
ISIN | GB00B1FXTF86 | |
Fund Size (Mil) 05/08/2022 | GBP 482.49 | |
Share Class Size (Mil) 05/08/2022 | GBP 86.54 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 18/02/2022 | 1.84% |
Morningstar Research |
Analyst Report |
Stewart Investors Indian Subcontinent Sustainability’s best-in-class portfolio manager, solid investment team, and time-tested investment process continue to make it one of our favourite Indian equity offerings. Nevertheless, owing to changes in... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | High |
Parent | Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: Stewart Investors Indian Subcontinent Sustainability Fund Class A (Accumulation) GBP |
The Fund aims to achieve capital growth over the long-term (at least five years). The Fund invests in a diversified portfolio of equity or equity-related securities of companies that are incorporated or listed, or where a majority of their economic activities take place in the Indian subcontinent and which are listed, traded or dealt in on Regulated Markets worldwide. Countries of the Indian subcontinent include India, Pakistan, Sri Lanka and Bangladesh. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Sashi Reddy 01/08/2012 | ||
David Gait 01/08/2012 | ||
Click here to see others | ||
Inception Date 15/11/2006 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI India NR LCL | MSCI India NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Stewart Investors Indian Subcontinent Sustainability Fund Class A (Accumulation) GBP | 30/06/2022 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.68 |
![]() | ![]() | 7.93 |
![]() | ![]() | 6.94 |
![]() | ![]() | 5.33 |
![]() | ![]() | 4.04 |
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Stewart Investors Indian Subcontinent Sustainability Fund Class A (Accumulation) GBP |