Stewart Investors Worldwide Sustainability Fund Class A (Accumulation) GBPRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 19.9 | 18.7 | -18.1 | 6.2 | 1.5 | |
+/-Cat | -3.8 | 4.1 | 0.0 | -9.8 | -7.9 | |
+/-B’mrk | - | 0.6 | 0.8 | -16.1 | -12.9 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 07/10/2024 | GBX 272.79 | |
Day Change | 0.54% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B8ND6Q99 | |
Fund Size (Mil) 04/10/2024 | GBP 406.34 | |
Share Class Size (Mil) 04/10/2024 | GBP 1.97 | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2024 | 1.45% |
Morningstar Research |
Analyst Report | 01/05/2024 Michael Malseed, Director Morningstar, Inc |
Stewart Investors Worldwide Sustainability’s unique, risk-aware approach makes it a strong choice for global equities, leading to a Morningstar Rating of Silver. Our conviction in the team was slightly tempered by upheaval in the broader Stewart... | |
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: Stewart Investors Worldwide 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 which are listed, traded or dealt in on any of the Regulated Markets worldwide. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Nick Edgerton 01/07/2016 | ||
David Gait 01/07/2016 | ||
Inception Date 23/11/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Stewart Investors Worldwide Sustainability Fund Class A (Accumulation) GBP | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Halma PLC | Industrials | 5.04 |
Fortinet Inc | Technology | 4.92 |
Roche Holding AG Bearer Shares | Healthcare | 4.47 |
Watsco Inc Class A | Industrials | 4.23 |
Infineon Technologies AG | Technology | 3.76 |
Increase Decrease New since last portfolio | ||
Stewart Investors Worldwide Sustainability Fund Class A (Accumulation) GBP |