Stewart Investors Global Emerging Markets Leaders Fund Class I (Accumulation) USDRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -0.5 | 5.1 | -1.5 | 6.8 | -0.9 |
![]() | +/-Cat | -14.6 | 6.5 | 10.6 | 2.6 | -6.4 |
![]() | +/-B’mrk | -14.4 | 5.9 | 6.3 | 2.8 | -8.0 |
Category: Global Emerging Markets Equity | ||||||
Category Benchmark: Morningstar EM TME NR USD |
Key Stats | ||
NAV 13/08/2024 | USD 25.89 | |
Day Change | -0.40% | |
Morningstar Category™ | Global Emerging Markets Equity | |
ISIN | IE00B0169N27 | |
Fund Size (Mil) 13/08/2024 | USD 42.80 | |
Share Class Size (Mil) 13/08/2024 | USD 15.94 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 04/06/2024 | 1.45% |
Morningstar Research |
Analyst Report | 12/04/2024 Claire Liang, Senior Analyst Morningstar, Inc |
Stewart Investors Global Emerging Markets Leaders Sustainability continues to benefit from a capable investment team and a best-in-class investment approach. We reiterate the strategy’s Above Average People rating and High Process rating. 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 Leaders Fund Class I (Accumulation) USD |
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 01/04/2022 | ||
David Gait 01/04/2022 | ||
Inception Date 28/02/2006 |
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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 Leaders Fund Class I (Accumulation) USD | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.68 |
![]() | ![]() | 5.77 |
![]() | ![]() | 5.63 |
![]() | ![]() | 5.44 |
![]() | ![]() | 4.93 |
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Stewart Investors Global Emerging Markets Leaders Fund Class I (Accumulation) USD |