Stewart Investors Worldwide Sustainability Fund Class B (Accumulation) GBP

Name
Stewart Investors Worldwide Sustainability Fund Class B (Accumulation) GBP
Manager
First State Investments (UK) Ltd
Type
Open Ended Investment Company
ISIN
GB00B7W30613
Sector
Global
Launched
01/11/2012
OCF
0.91 %
Risk Rating
1
3 Year Sharpe
0.61
3 Year Alpha
-2.02
Yield
0.6 %
Benchmark
MSCI ACWI NR USD
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.
Holding %
Unilever PLC 5.59 %
Henkel AG & Co KGaA 5.05 %
Ain Holdings Inc 4.00 %
Diasorin SpA 3.63 %
Unicharm Corp 3.38 %
Deutsche Telekom AG 3.38 %
Cerner Corp 3.35 %
Novo Nordisk A/S B 3.17 %
Merck KGaA 3.02 %
Hoya Corp 2.99 %
Region %
Eurozone 25.37 %
Japan 15.77 %
United States 15.68 %
Europe - ex Euro 14.41 %
Asia - Emerging 12.36 %
United Kingdom 8.09 %
Sector %
Healthcare 34.46 %
Consumer Defensive 26.34 %
Technology 11.92 %
Industrials 10.32 %
Communication Services 6.06 %
Basic materials 6.00 %
Name
First State Investments (UK) Ltd
Address
EC2M 7EB, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

David Gait
Joined 07/31/2016

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
Joined 07/31/2016

Nick is responsible for generating investment ideas for the Stewart Investors Sustainable Funds group across all sectors in emerging and developed markets. He joined the team in April 2012 following two years in the First State Investments group. Nick previously worked as an analyst with the Sustainability funds at AMP Capital Investors, and has experience as a consultant, public servant, and academic in sustainability and economics. Nick holds a Bachelor of Economics from Macquarie University, and a Master of Science with Distinction in Ecological Economics from the University of Edinburgh.

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