Stewart Investors Asia Pacific Sustainability Fund Class B (Accumulation) GBP

Name
Stewart Investors Asia Pacific Sustainability Fund Class B (Accumulation) GBP
Manager
First State Investments (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB00B0TY6V50
Sector
Specialist
Launched
19/12/2005
OCF
0.98 %
Risk Rating
1
3 Year Sharpe
0.41
3 Year Alpha
2.77
Yield
0.8 %
Benchmark
MSCI AC Asia Pac Ex JPN NR EUR
The Fund aims to achieve long-term capital growth. The Fund invests in equities issued by companies that are incorporated or listed, or which conduct the majority of their economic activity, in the Asia Pacific region (excluding Japan, including Australasia). The Fund invests in companies which are positioned to benefit from, and contribute to, the sustainable development of the countries in which they operate.
Holding %
Tech Mahindra Ltd 5.25 %
CSL Ltd 4.50 %
Unicharm Corp 3.87 %
Tata Consultancy Services Ltd 3.80 %
Vitasoy International Holdings Ltd 3.52 %
Oversea-Chinese Banking Corp Ltd 3.19 %
Kotak Mahindra Bank Ltd 3.08 %
Hoya Corp 3.03 %
Mahindra & Mahindra Ltd 2.90 %
Housing Development Finance Corp Ltd 2.79 %
Region %
Asia - Emerging 54.41 %
Asia - Developed 24.28 %
Japan 12.16 %
Australasia 9.16 %
Sector %
Consumer Defensive 22.80 %
Financial Services 20.90 %
Technology 20.57 %
Healthcare 16.27 %
Consumer Cyclical 8.25 %
Industrials 8.20 %
Name
First State Investments (UK) Ltd
Address
EC2M 7EB, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Sashi Reddy
Joined 01/31/2010

Sashi Reddy joined the team in August 2007 and is responsible for generating ideas across the Stewart Investors Sustainable Funds group. Before joining the company, Sashi worked at Irevna Research, an Indian equities research house from 2005 to 2007. Sashi brings with him 13 years of experience, ten years of which were in the financial services industry. Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto.

David Gait
Joined 12/19/2005

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.

Data provided by Morningstar.

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