Stewart Investors Indian Subcontine

Quick Stats

Bid Price - Offer Price -
Mid Price USX 107.08 Day Change USX +0.52 (0.87%)
Price Date 21 Oct 2016 Crown Rating 5
Shares Class Inc. Yield 0.05 %
Total Expense Ratio 0.00 Fund Size 299,732,700.00
Launch Date 15/11/2006 Standard Initial Charge (%) 4.00
Currency USX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B84RNC52 Min TopUp (£) 50,000.00

Fund Objective

The Fund aims to achieve long-term capital growth. The Fund will comprise investments in a diversified portfolio of companies of the Indian subcontinent. The Fund concentrates on securities that are listed, traded, or dealt in on regulated markets in the Indian subcontinent and instruments issued by companies established, operating or having a predominant part of their economic activities in the Indian subcontinent and listed on other regulated 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.

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.