Stewart Investors Asia Pacific Lead

Quick Stats

Bid Price - Offer Price -
Mid Price EUX 145.30 Day Change EUX +0.43 (0.78%)
Price Date 20 Jan 2017 Crown Rating 5
Shares Class Inc. Yield 1.02 %
Total Expense Ratio 0.90 Fund Size 9,447,070,400.00
Launch Date 01/12/2003 Standard Initial Charge (%) 4.00
Currency EUX ISA Eligible No
Annual Management Charge (%) 0.85 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.90
ISIN GB00B62M4K30 Min TopUp (£) 50,000.00

Fund Objective

The Fund aims to grow your investment. The Fund invests in shares of companies based in or having significant operations in the Asia Pacific region including Australia and New Zealand excluding Japan. The Fund invests in shares of large and mid-sized companies in the region. These companies generally have a total stock market value of at least US$1 billion. Consideration is given to investment in companies that are positioned to benefit from, and contribute to, the sustainable development of the countries in which they operate. Derivatives may be used for efficient portfolio management.

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.