Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Accumulation) GBPRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | -9.1 | 7.3 | 1.6 |
![]() | +/-Cat | - | - | 3.0 | 3.2 | -6.2 |
![]() | +/-B’mrk | - | - | -1.2 | 3.4 | -6.8 |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 15/07/2024 | GBP 9.80 | |
Day Change | -0.19% | |
Morningstar Category™ | Global Emerging Markets Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE000UT9VQY4 | |
Fund Size (Mil) 15/07/2024 | USD 574.42 | |
Share Class Size (Mil) 15/07/2024 | GBP 0.08 | |
Max Initial Charge | - | |
Ongoing Charge 30/11/2023 | 0.94% |
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 VI (Accumulation) GBP |
The investment objective of the Fund is to achieve long term capital appreciation. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jack Nelson 18/02/2019 | ||
Sujaya Desai 31/12/2020 | ||
Inception Date 11/10/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI EM NR USD | Morningstar EM TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Accumulation) GBP | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.69 |
![]() | ![]() | 5.97 |
![]() | ![]() | 5.29 |
![]() | ![]() | 5.06 |
![]() | ![]() | 4.27 |
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Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Accumulation) GBP |