Stewart Investors Asia Pacific Leaders Sustainability Fund Class B (Income) GBPRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 24.2 | 12.9 | -9.0 | 2.8 | 8.4 |
![]() | +/-Cat | 4.3 | 11.6 | -0.9 | 3.1 | 2.1 |
![]() | +/-B’mrk | - | 20.6 | -3.4 | 0.7 | 0.8 |
Category: Asia-Pacific ex-Japan Equity | ||||||
Category Benchmark: Morningstar APAC xJpn TME N... |
Key Stats | ||
NAV 14/08/2024 | GBX 325.19 | |
Day Change | 0.01% | |
Morningstar Category™ | Asia-Pacific ex-Japan Equity | |
IA (formerly IMA) Sector | Specialist | |
ISIN | GB00B57S0V20 | |
Fund Size (Mil) 13/08/2024 | GBP 6541.86 | |
Share Class Size (Mil) 13/08/2024 | GBP 1146.95 | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2024 | 0.85% |
Morningstar Research |
Analyst Report | 10/06/2024 Ramanand Kothari, Senior Analyst Morningstar, Inc |
Stewart Investors Asia Pacific Leaders Sustainability remains an excellent choice for investors, but our conviction is slightly tempered owing to its notable bias towards small- and mid-cap names, a large degree of crossover in holdings across... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Stewart Investors Asia Pacific Leaders Sustainability Fund Class B (Income) 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 of large and mid-capitalisation that are incorporated or listed, or where a majority of their economic activities take place, in the Asia Pacific region (excluding Japan) and which are listed, traded or dealt in on Regulated Markets worldwide. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
David Gait 01/06/2016 | ||
Sashi Reddy 01/06/2016 | ||
Click here to see others | ||
Inception Date 19/11/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI AC Asia Pacific ex Japan NR GBP | Morningstar APAC xJpn TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Stewart Investors Asia Pacific Leaders Sustainability Fund Class B (Income) GBP | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.49 |
![]() | ![]() | 5.48 |
![]() | ![]() | 5.44 |
![]() | ![]() | 4.98 |
![]() | ![]() | 4.91 |
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Stewart Investors Asia Pacific Leaders Sustainability Fund Class B (Income) GBP |