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Stewart Investors WorldWide Equity A GBP Acc

Ranked 2623 out of 3341 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Jonathan Asante

Jonathan Asante started his career as a teacher at the London School of Economics whilst doing postgraduate research. He then joined NatWest Group where he was an assistant researcher. In 1995 he joined Framlington where he was a global emerging markets fund manager and group economist. After a nine year stint at Framlington he joined First State Investments as a senior analyst and became head of global emerging market equities after several years of co-managing GEM portfolios with Angus Tulloch.

Dominic St. George

Dominic St George is a Lead Portfolio Manager with the Global Emerging Markets/Worldwide team at Stewart Investors. He joined the team as a graduate in November 2010. Dominic is lead manager of the Latin American investment strategies and co-manager of a number of Worldwide strategies. He holds a MA in Geography from Christ’s College, Cambridge.

Objective

The Fund aims to achieve long-term capital growth. The Fund will seek to invest in a diverse portfolio of equity securities which are listed, traded or dealt in on any of the Regulated Markets worldwide. The Fund is not managed to a benchmark and may have exposure to developed or emerging markets whilst maintaining its geographical diversity. The Fund may invest in any industry.

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

Performance

Global over : 30/09/2017 - 30/09/2018
  • Rank 2623/3341 Total Return
  • Rank 560/3341 Standard Deviation
  • Rank 2082/3341 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% -0.8% -1.6%
2017 23.1% 7.2% 4.8% 3.5% 5.8%
2016 8.9% 5.1% 2.8% 4.0% -3.2%
2015 -0.9% 3.0% -1.5% -5.6% 3.4%
2014 -2.3% -0.4% 3.7% -7.1% 1.8%
2013 18.0% 7.3% -2.0% 7.5% 4.3%
2012 13.7% 4.6% -0.5% 8.5% 0.6%
2011 -11.8% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Netherlands
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date09/06/2011
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00B45T6015

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.75%
  • Initial investment4.00%

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