Stewart Investors Worldwide Sustainability Fund Class A (Accumulation) USDRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 20.2 | 18.3 | -17.6 | 6.1 | 1.8 | |
+/-Cat | -3.5 | 3.8 | 0.5 | -9.9 | -9.6 | |
+/-B’mrk | - | 0.3 | 1.4 | -16.2 | -15.1 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 21/11/2024 | USD 1.73 | |
Day Change | 0.34% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
ISIN | GB00B8DDX246 | |
Fund Size (Mil) 21/11/2024 | GBP 414.24 | |
Share Class Size (Mil) 21/11/2024 | GBP 0.54 | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2024 | 1.45% |
Morningstar Research |
Analyst Report | 01/05/2024 Michael Malseed, Director Morningstar, Inc |
Stewart Investors Worldwide 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 Stewart... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: Stewart Investors Worldwide Sustainability Fund Class A (Accumulation) USD |
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 which are listed, traded or dealt in on any of the Regulated Markets worldwide. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Nick Edgerton 01/07/2016 | ||
David Gait 01/07/2016 | ||
Inception Date 07/12/2015 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR GBP | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Stewart Investors Worldwide Sustainability Fund Class A (Accumulation) USD | 31/10/2024 |
|
|
Top 5 Holdings | Sector | % |
Fortinet Inc | Technology | 5.24 |
Halma PLC | Industrials | 4.86 |
Watsco Inc Ordinary Shares | Industrials | 4.59 |
Roche Holding AG Bearer Shares | Healthcare | 4.08 |
Diasorin SpA | Healthcare | 3.82 |
Increase Decrease New since last portfolio | ||
Stewart Investors Worldwide Sustainability Fund Class A (Accumulation) USD |