Quick Stats

Bid Price - Offer Price -
Mid Price GBX 205.82 Day Change GBX +0.81 (0.40%)
Price Date 21 Nov 2017 Crown Rating 3
Shares Class Inc. Yield 0.23 %
Total Expense Ratio 1.09 Fund Size 511,220,000.00
Launch Date 31/10/2012 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.85 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 1.09
ISIN GB00B7W30613 Min TopUp (£) 50,000.00

Fund Objective

The Fund aims to grow your investment.

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.
Nick Edgerton
Nick Edgerton is an Investment Analyst at First State Stewart (FSS). FSS is part of First State Investments and the team manages equities in Asia Pacific, Global Emerging and other international markets. He joined the team in April 2012.Nick is responsible for generating investment ideas for the First State Stewart Sustainability Funds across all sectors in emerging and developed markets. Nick holds a Bachelor of Economics from Macquarie University, and a Master of Science with Distinction in Ecological Economics from the University of Edinburgh.