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Stewart Investors Worldwide Sustnblty B Acc

Ranked 861 out of 3091 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.


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.


Global over : 31/03/2016 - 31/03/2017
  • Rank 861/3091 Total Return
  • Rank 2057/3091 Standard Deviation
  • Rank 2563/3091 Max Drawdown
Fund Name Currency Loss
2561 PPF - LPActive Value Fund EUR P USD


2561 Excel EM Blue Chip Balanced Series A USD


2563 Stewart Investors Worldwide Sustnblty B Acc USD


2564 ACC Alpha select AMI

Currency exposure is hedged

Currency exposure is hedged



2564 PSG Global Equity Feeder USD


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

Asset Allocation



Top 10 Holdings

Stock Size
GBP Cash 7.84
Henkel & Co KGaA AG ORD 7.71
Unilever PLC ORD 6.70
Waters Corp ORD 4.58
Merck KGaA ORD 3.72
Novo Nordisk A/S ORD 3.44
Unicharm Corp ORD 3.14
ANSYS Inc ORD 2.80
Natura Cosmeticos SA ORD 2.74
Tech Mahindra Ltd ORD 2.54

Registered For Sale In

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

Fund Info

  • Launch date01/11/2012
  • Share Class size164Mn
  • Base currencyGBP
  • ISIN GB00B7W30613

Purchase Info

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


  • Annual management0.85%
  • Initial investment4

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