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Stewart Investors Worldwide Leaders III G Acc USD

Ranked 2538 out of 3198 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 : 30/09/2016 - 30/09/2017
  • Rank 2538/3198 Total Return
  • Rank 2603/3198 Standard Deviation
  • Rank 2823/3198 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.1% 7.5% 1.8%
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 size14Mn
  • Base currencyUSD
  • ISIN IE0008372751

Purchase Info

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

Charges

  • Annual management0.30%

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