Stewart Investors Asia Pacific Leaders - Silver

FUND RESEARCH UPDATE: Fund Rating moved to Silver 

Simon Dorricott 6 April, 2016 | 9:15AM
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Following a recent Morningstar Analyst Ratings Meeting, we have moved the Stewart Investors Asia Pacific Leaders fund to a Morningstar Analyst Rating™ of Silver. The fund was previously Under Review following the announcement of the change of manager that is due to take place in July 2016. From that date, lead manager responsibility will pass from Angus Tulloch to David Gait. Gait will also implement a slightly different investment approach, incorporating his sustainability assessment. Despite the change of manager and slightly different investment process, we continue to have conviction in this fund. Gait is an experienced and proven investor, having used the sustainability approach to great effect on his all-cap mandate, Stewart Investors Asia Pacific Sustainability fund (Morningstar Analyst Rating™ of Silver). We believe he is more than capable of transferring those skills onto this larger-cap mandate.


See the latest Morningstar fund rating news here.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Stewart Inv APAC Ldrs Sstby A GBP Acc9.48 GBP0.08Rating

About Author

Simon Dorricott  is a Senior Fund Analyst for Morningstar

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