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Stewart Investors Wldwd Sustainability B Acc

Ranked 1669 out of 3304 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Nick Edgerton

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 Fund aims to grow your investment. The Fund invests in shares of companies around the world. The Fund may invest in both developed and emerging market countries (countries considered to have social or business activity in the process of rapid growth). The Fund invests in shares of companies whose business takes into account sustainability themes. Investment decisions around sustainability are based on three key points: identifying companies who actively manage sustainability, sustainability developers or those who have a positive sustainability impact; taking into consideration environmental, social and governance matters; buying or selling shares in companies depending on their involvement in sustainability.

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

Performance

Global over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.2% 0.8%
2017 25.3% 9.5% 7.2% 3.1% 3.5%
2016 6.9% 3.3% 3.6% 6.0% -5.7%
2015 0.4% 4.4% -2.3% -4.6% 3.2%
2014 1.0% 1.9% 2.3% -5.4% 2.5%
2013 22.3% 6.4% 1.3% 7.8% 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date01/11/2012
  • Share Class size207Mn
  • Base currencyGBX
  • ISIN GB00B7W30613

Purchase Info

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

Charges

  • Annual management0.85%
  • Initial investment4

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