Stewart Investors Worldwide Leaders Sustainability Fund Class III (Accumulation) USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 17.6 | 23.5 | -11.2 | 16.5 | 3.6 | |
+/-Cat | -6.1 | 8.9 | 6.9 | 0.5 | -2.5 | |
+/-B’mrk | - | 5.4 | 7.8 | -5.8 | -3.4 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 17/05/2024 | USD 16.35 | |
Day Change | -0.63% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
ISIN | IE00BK1PN152 | |
Fund Size (Mil) 17/05/2024 | USD 74.92 | |
Share Class Size (Mil) 17/05/2024 | USD 19.00 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 06/03/2024 | 0.55% |
Morningstar Research |
Analyst Report | 01/05/2024 Michael Malseed, Director Morningstar, Inc |
Stewart Investors Worldwide Leaders 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... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: Stewart Investors Worldwide Leaders Sustainability Fund Class III (Accumulation) USD |
The investment objective of the Fund is to achieve long term capital appreciation. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Sashi Reddy 01/09/2021 | ||
David Gait 01/09/2021 | ||
Inception Date 05/02/2018 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Stewart Investors Worldwide Leaders Sustainability Fund Class III (Accumulation) USD | 30/04/2024 |
|
|
Top 5 Holdings | Sector | % |
Watsco Inc Class A | Industrials | 6.97 |
Mahindra & Mahindra Ltd | Consumer Cyclical | 6.79 |
BioMerieux SA | Healthcare | 5.49 |
HDFC Bank Ltd | Financial Services | 5.01 |
Fortinet Inc | Technology | 4.54 |
Increase Decrease New since last portfolio | ||
Stewart Investors Worldwide Leaders Sustainability Fund Class III (Accumulation) USD |