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Stewart Investors Worldwide Sustnblty B Acc

Ranked 409 out of 3118 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 : 31/05/2016 - 31/05/2017
  • Rank 409/3118 Total Return
  • Rank 2447/3118 Standard Deviation
  • Rank 2691/3118 Max Drawdown
Fund Name Currency Loss
2689 PPF - LPActive Value Fund EUR P USD

-6.7%

2689 Excel EM Blue Chip Balanced Series A USD

-6.7%

2691 Stewart Investors Worldwide Sustnblty B Acc USD

-6.7%

2692 Perspective Quality Stocks 90 Short Term 4 USD

-6.7%

2693 PSG Global Equity Feeder USD

-6.8%

2693 ACC Alpha select AMI

Currency exposure is hedged

Currency exposure is hedged

EUR

-6.8%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 9.5%
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. France
  3. Germany
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date01/11/2012
  • Share Class size179Mn
  • Base currencyGBP
  • 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).