Stewart Investors Indian Subcontinent Sustainability Fund Class B (Accumulation) USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 19.0 | 35.2 | 0.7 | 14.2 | 18.2 |
![]() | +/-Cat | 9.1 | 8.0 | 1.0 | -1.4 | 0.7 |
![]() | +/-B’mrk | - | 7.7 | -3.6 | -0.9 | -1.3 |
Category: India Equity | ||||||
Category Benchmark: Morningstar India TME NR USD |
Key Stats | ||
NAV 14/08/2024 | USD 2.62 | |
Day Change | -0.46% | |
Morningstar Category™ | India Equity | |
ISIN | GB00B84RNC52 | |
Fund Size (Mil) 14/08/2024 | GBP 742.17 | |
Share Class Size (Mil) 14/08/2024 | GBP 35.59 | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2024 | 0.92% |
Morningstar Research |
Analyst Report | 28/08/2023 Ramanand Kothari, Senior Analyst Morningstar, Inc |
Stewart Investors Indian Subcontinent Sustainability remains our high-conviction Indian equity offering. Our increased confidence in the strategy’s differentiated, time-tested, and prudent valuation approach with consistent execution leads to an... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 25 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: Stewart Investors Indian Subcontinent Sustainability Fund Class B (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 of companies that are incorporated or listed, or where a majority of their economic activities take place in the Indian subcontinent and which are listed, traded or dealt in on Regulated Markets worldwide. Countries of the Indian subcontinent include India, Pakistan, Sri Lanka and Bangladesh. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Sashi Reddy 01/08/2012 | ||
David Gait 01/08/2012 | ||
Inception Date 08/12/2014 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI India NR LCL | Morningstar India TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Stewart Investors Indian Subcontinent Sustainability Fund Class B (Accumulation) USD | 31/07/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 9.01 |
![]() | ![]() | 5.70 |
![]() | ![]() | 5.00 |
![]() | ![]() | 4.31 |
![]() | ![]() | 4.02 |
![]() | ||
![]() ![]() ![]() | ||
Stewart Investors Indian Subcontinent Sustainability Fund Class B (Accumulation) USD |