Stewart Investors Worldwide Sustain

Quick Stats

Bid Price - Offer Price -
Mid Price USX 113.54 Day Change USX +0.55 (0.77%)
Price Date 24 Mar 2017 Crown Rating 3
Shares Class Inc. Yield 0.33 %
Total Expense Ratio 1.07 Fund Size 343,834,800.00
Launch Date 31/10/2012 Standard Initial Charge (%) 4.00
Currency USX ISA Eligible No
Annual Management Charge (%) 0.85 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 1.07
ISIN GB00B7K0BG16 Min TopUp (£) 50,000.00

Fund Objective

The Fund aims to achieve long-term capital growth.

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.