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Stewart Investors Worldwide Leaders III G Acc USD

Ranked 877 out of 3206 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Nick Edgerton

Sashi Reddy

Sashi Reddy is a Portfolio Manager at Stewart Investors. The Global Emerging Markets/ Asia Pacific (ex-Japan) team manages funds in Asia Pacific, Emerging Market, Worldwide and Sustainable Development equity investment strategies on behalf of clients. Sashi joined the team in July 2008 and he serves as the lead Portfolio Manager of the Indian Subcontinent OEIC. Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto.

Objective

The Fund aims to grow your investment. The Fund mainly invests in shares of companies around the world. These companies generally have a total stock market value of at least US $3 billion. The fund may invest in both developed and emerging market countries (countries considered to have a social or business activity in the process of rapid growth). The Fund may invest in any industry.

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

Performance

Global over : 31/12/2016 - 31/12/2017
  • Rank 877/3206 Total Return
  • Rank 2074/3206 Standard Deviation
  • Rank 1022/3206 Max Drawdown
Fund Name Currency Return
875 Perpetual W Global Share Hedged Class A

Currency exposure is hedged

Currency exposure is hedged

AUD

25.4%

876 Schroder ISF Global Equity A Acc USD

25.4%

877 AB SICAV I-Global Core Equity Portfolio IX EUR USD

25.3%

877 Stewart Investors Worldwide Leaders III G Acc USD USD

25.3%

877 Schroder Growth C Acc USD USD

25.3%

Fund Name Currency Loss
1022 Barclays GlobalBeta Portfolio 4 CD GBP USD

-0.2%

1022 Hermes Global High AC USD

-0.2%

1022 MellowFund Global Equity USD

-0.2%

1022 Apus Capital Revalue Fonds R USD

-0.2%

1022 Oppenheimer Global Value Equity A1 USD USD

-0.2%

1022 SANSO Megatrends 2 I USD

-0.2%

1022 Altair Bolsa, FI USD

-0.2%

1022 Scotia Fondo Renta Latam 4y II FMIV USD

-0.2%

1022 MPF Donar USD

-0.2%

1022 CWB Onyx Global Equity Fd Srs A USD

-0.2%

1022 CBIS World Equity A EUR USD

-0.2%

1022 Stewart Investors Worldwide Leaders III G Acc USD USD

-0.2%

1022 ALM Actions Monde USD

-0.2%

1022 BBVA Mejores Ideas (Cubierto) MF, FI

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

1022 SG Actions Monde Multigestion (C) USD

-0.2%

1022 Swedbank Robur Globalfond MEGA USD

-0.2%

1022 LOYS Sicav - LOYS Global P USD

-0.2%

1022 Mediolanum Portfolio Fund Active 100 Fund S A USD

-0.2%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 25.3% 8.1% 7.5% 1.8% 6.0%
2016 7.0% 5.0% 3.5% 3.6% -4.9%
2015 1.1% 3.4% -1.7% -5.4% 5.2%
2014 3.3% 1.9% 3.9% -5.9% 3.7%
2013 29.8% 9.4% 2.7% 8.1% 6.9%
2012 13.5% 12.1% -8.2% 8.4% 1.7%
2011 -3.3% 5.1% 0.1% -15.2% 8.5%
2010 8.1% 2.0% -13.6% 13.3% 8.3%
2009 29.3% -12.2% 22.0% 17.7% 2.5%
2008 -41.0% -9.4% -0.6% -20.5% -17.7%
2007 16.6% 3.2% 8.4% 2.2% 2.1%
2006 16.6% 7.0% -3.2% 2.5% 9.8%
2005 11.7% -1.1% 1.5% 5.6% 5.5%
2004 10.6% 1.8% -0.4% -2.6% 12.0%
2003 24.3% -6.1% 14.4% 3.7% 11.7%
2002 -14.8% 4.5% -6.3% -17.4% 5.3%
2001 -18.6% -16.6% 5.6% -18.0% 12.8%
2000 -31.2% 3.9% -10.1% -8.5% -19.5%
1999 34.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Hong Kong
  3. Ireland
  4. Macau
  5. Netherlands
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date03/08/1999
  • Share Class size15Mn
  • Base currencyUSD
  • ISIN IE0008372751

Purchase Info

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

Charges

  • Annual management0.30%
  • Initial investment0.3

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