Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) EURRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -9.6 | 6.2 | -1.3 | |
+/-Cat | - | - | 2.5 | 2.0 | -5.8 | |
+/-B’mrk | - | - | -1.7 | 2.2 | -5.9 | |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 14/05/2024 | EUR 9.57 | |
Day Change | 0.25% | |
Morningstar Category™ | Global Emerging Markets Equity | |
ISIN | IE00BFY85Q51 | |
Fund Size (Mil) 15/05/2024 | USD 543.12 | |
Share Class Size (Mil) 15/05/2024 | EUR 0.51 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 06/03/2024 | 1.59% |
Morningstar Research |
Analyst Report | 17/04/2024 Claire Liang, Senior Analyst Morningstar, Inc |
Comanager Sujaya Desai will replace Jack Nelson as Stewart Investors Global Emerging Markets Sustainability’s lead manager on 1 May 2023. While Desai is relatively new to money management, we take comfort on her familiarity of the strategy, 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: Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) EUR |
The investment objective of the Fund is to achieve long term capital appreciation. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jack Nelson 18/02/2019 | ||
Sujaya Desai 31/12/2020 | ||
Inception Date 07/10/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR USD | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) EUR | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Mahindra & Mahindra Ltd | Consumer Cyclical | 6.24 |
Taiwan Semiconductor Manufacturi... | Technology | 5.25 |
Tube Investments of India Ltd Or... | Industrials | 5.05 |
HDFC Bank Ltd | Financial Services | 4.90 |
Tata Consultancy Services Ltd | Technology | 4.51 |
Increase Decrease New since last portfolio | ||
Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) EUR |