Stewart Investors Worldwide Sustain

Quick Stats

Bid Price - Offer Price -
Mid Price EUX 145.16 Day Change EUX -0.98 (-1.64%)
Price Date 1 Dec 2016 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.81 Fund Size 273,608,600.00
Launch Date 31/10/2012 Standard Initial Charge (%) 4.00
Currency EUX ISA Eligible No
Annual Management Charge (%) 1.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.81
ISIN GB00B84RRS92 Min TopUp (£) 500.00

Fund 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 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.