Stewart Investors Worldwide Sustainability Fund Class B (Accumulation) GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 20.9 | 19.6 | -17.5 | 7.1 | 1.6 | |
+/-Cat | -2.8 | 5.0 | 0.6 | -9.0 | -7.6 | |
+/-B’mrk | - | 1.5 | 1.5 | -15.2 | -8.4 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 25/04/2024 | GBX 291.82 | |
Day Change | -1.00% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B7W30613 | |
Fund Size (Mil) 24/04/2024 | GBP 453.47 | |
Share Class Size (Mil) 24/04/2024 | GBP 359.31 | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2024 | 0.67% |
Morningstar Research |
Analyst Report | 13/04/2023 Justin Walsh, Associate 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 B (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 01/11/2012 |
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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 B (Accumulation) GBP | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Fortinet Inc | Technology | 4.99 |
Halma PLC | Industrials | 4.52 |
Watsco Inc Class A | Industrials | 3.94 |
Infineon Technologies AG | Technology | 3.73 |
Edwards Lifesciences Corp | Healthcare | 3.63 |
Increase Decrease New since last portfolio | ||
Stewart Investors Worldwide Sustainability Fund Class B (Accumulation) GBP |