Stewart Investors Worldwide Sustain

Quick Stats

Bid Price - Offer Price -
Mid Price USX 110.33 Day Change USX -0.04 (-0.12%)
Price Date 24 Oct 2016 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 289,978,900.00
Launch Date 31/10/2012 Standard Initial Charge (%) 0.00
Currency USX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00B8DDX246 Min TopUp (£) 0.00

Fund 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 that typically have lower than average income and standards of governance than developed markets). The Fund invests in companies which are positioned to benefit from, and contribute to, the sustainable development of the countries in which they operate. Investment decisions around sustainability are based on three key points: Identifying companies who manage sustainability risks and opportunities and those with a positive sustainability impact; Inclusion of environmental, social and corporate governance matters in investment research; Engaging directly with companies on identified sustainability issues.

Fund Managers

David Gait
David is responsible for leading the Stewart Investors Sustainable Funds group and generating investment ideas across all sectors in emerging and developed markets. David Gait joined the company in 1997.David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University.