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Stewart Investors W Glb Emerg Mkts Sustainability

Ranked 748 out of 836 in - Global Emerging Markets over 12 months
All calculations are in USD unless stated

Managed by

David Gait

David Gait was born in Edinburgh in 1975 and holds a BA in Economics from Cambridge University and an MSc in Investment Analysis from Stirling Univerisity. David joined Stewart Ivory in 1997, the predecessor to First State Investments. He is responsible for evolving the emerging markets and Asia Pacific strategies and is the lead manager on the First State Asia Pacific Sustainability and First State Indian Subcontinent funds. David has been managing funds for over 11 years.

Objective

The objective of the Fund is to achieve long-term capital growth through investing in companies in emerging economies with superior management, a responsible approach to sustainability issues and strong fundamentals.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global Emerging Markets over : 31/08/2016 - 31/08/2017
  • Rank 748/836 Total Return
  • Rank 600/836 Standard Deviation
  • Rank 641/836 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 11.0% 2.7%
2016 7.2% 5.6% 3.7% 4.6% -6.4%
2015 -11.5% 1.5% 0.4% -12.8% -0.4%
2014 2.8% 0.8% 7.0% -0.9% -3.9%
2013 5.7% 3.3% -5.0% 4.1% 3.5%
2012 34.6% 13.7% -1.8% 12.6% 7.1%
2011 -14.2% -2.7% 1.6% -15.0% 2.2%
2010 34.7% 3.2% -0.6% 20.0% 9.4%
2009 34.9% 22.4% 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date16/02/2009
  • Share Class size305Mn
  • Base currencyAUD
  • ISIN AU60FSF10501

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.95%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).