Stewart Investors Worldwide Leaders Sustainability Fund Class III (G) (Accumulation) USDRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 18.0 | 23.7 | -11.0 | 16.7 | 4.4 | |
+/-Cat | -5.7 | 9.2 | 7.0 | 0.6 | -4.9 | |
+/-B’mrk | - | 5.7 | 7.9 | -5.6 | -5.7 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 25/04/2024 | USD 35.43 | |
Day Change | -0.18% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
ISIN | IE0008372751 | |
Fund Size (Mil) 25/04/2024 | USD 72.13 | |
Share Class Size (Mil) 25/04/2024 | USD 14.75 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/11/2023 | 0.40% |
Morningstar Research |
Analyst Report | 26/04/2023 Justin Walsh, Associate 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 | |
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People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: Stewart Investors Worldwide Leaders Sustainability Fund Class III (G) (Accumulation) USD |
The investment objective of the Fund is to achieve long term capital appreciation. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Sashi Reddy 01/09/2021 | ||
David Gait 01/09/2021 | ||
Inception Date 03/08/1999 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Stewart Investors Worldwide Leaders Sustainability Fund Class III (G) (Accumulation) USD | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Watsco Inc Class A | Industrials | 7.38 |
Mahindra & Mahindra Ltd | Consumer Cyclical | 7.26 |
BioMerieux SA | Healthcare | 5.63 |
Fortinet Inc | Technology | 4.88 |
HDFC Bank Ltd | Financial Services | 4.75 |
Increase Decrease New since last portfolio | ||
Stewart Investors Worldwide Leaders Sustainability Fund Class III (G) (Accumulation) USD |