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Stewart Investors Wldwd Sustainability B Acc

Ranked 924 out of 3232 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 : 31/01/2017 - 31/01/2018
  • Rank 924/3232 Total Return
  • Rank 2717/3232 Standard Deviation
  • Rank 2733/3232 Max Drawdown
Fund Name Currency Risk
2717 WAY Green Portfolio Elite R Acc USD

7.6

2717 Loomis Sayles Global Growth Equity Fund R/A (USD) USD

7.6

2717 JOHCM Global Equity Fund;Inst USD

7.6

2717 Stewart Investors Wldwd Sustainability B Acc USD

7.6

2717 MLC Wholesale Platinum Global

Currency exposure is hedged

Currency exposure is hedged

AUD

7.6

2717 UBS International Share

Currency exposure is hedged

Currency exposure is hedged

AUD

7.6

Fund Name Currency Loss
2731 Manavest - Global Equity USD

-1.7%

2731 CFS FC W Inv-FirstChoice W Geared Global Share

Currency exposure is hedged

Currency exposure is hedged

AUD

-1.7%

2733 Alteritas Strategie Fund CHF USD

-1.7%

2733 Perspective Quality Stocks 90 Tim Short Term USD 2 USD

-1.7%

2733 Stewart Investors Wldwd Sustainability B Acc USD

-1.7%

2733 EdenTree Amity International A USD

-1.7%

2733 Liberte 50 USD

-1.7%

2733 GAMAX Funds - Junior A USD

-1.7%

2733 PRIMA - Global Challenges A USD

-1.7%

2733 Loftus Peak Global Disruption USD

-1.7%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size201Mn
  • Base currencyGBX
  • ISIN GB00B7W30613

Purchase Info

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

Charges

  • Annual management0.85%
  • Initial investment4

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