Stewart Investors Global Emerging Markets Sustainability Fund Class B (Accumulation) GBPRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 17.0 | 4.0 | -8.8 | 7.3 | 1.4 |
![]() | +/-Cat | 2.9 | 5.4 | 3.3 | 3.2 | -6.3 |
![]() | +/-B’mrk | 3.1 | 4.9 | -0.9 | 3.3 | -6.9 |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 15/07/2024 | GBX 432.06 | |
Day Change | -0.04% | |
Morningstar Category™ | Global Emerging Markets Equity | |
IA (formerly IMA) Sector | Specialist | |
ISIN | GB00B64TS998 | |
Fund Size (Mil) 15/07/2024 | GBP 657.62 | |
Share Class Size (Mil) 15/07/2024 | GBP 644.43 | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2024 | 0.92% |
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 B (Accumulation) GBP |
The Fund aims to achieve capital growth over the long-term (at least 5 years). The Fund invests in a diversified portfolio of equity or equity-related securities of companies that are incorporated or listed, or where a majority of their economic activities take place in Emerging Markets and which are listed, traded or dealt in on Regulated Markets worldwide. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jack Nelson 01/05/2017 | ||
Sujaya Desai 31/12/2020 | ||
Inception Date 08/04/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR GBP | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Stewart Investors Global Emerging Markets Sustainability Fund Class B (Accumulation) GBP | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.93 |
![]() | ![]() | 6.16 |
![]() | ![]() | 5.37 |
![]() | ![]() | 5.02 |
![]() | ![]() | 4.21 |
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Stewart Investors Global Emerging Markets Sustainability Fund Class B (Accumulation) GBP |