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
0.89 %
Risk Rating
2
3 Year Sharpe
1.07
3 Year Alpha
0.80
Yield
0.5 %
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 7.16 %
Henkel AG & Co KGaA 5.82 %
Beiersdorf AG 4.54 %
Merck KGaA 4.41 %
Cerner Corp 3.89 %
Novo Nordisk A/S B 3.54 %
Deutsche Telekom AG 3.37 %
Ain Holdings Inc 3.16 %
Tata Consultancy Services Ltd 2.96 %
Unicharm Corp 2.74 %
Region %
Eurozone 30.87 %
United States 19.72 %
Europe - ex Euro 13.46 %
Japan 10.72 %
United Kingdom 9.63 %
Asia - Emerging 8.47 %
Sector %
Consumer Defensive 35.99 %
Healthcare 25.25 %
Technology 14.34 %
Industrials 13.22 %
Name
First State Investments (UK) Ltd
Address
EC2M 7EB, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Nick Edgerton
Joined 07/31/2013

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.

David Gait
Joined 11/01/2012

David Gait is Senior Portfolio Manager with First State Investments’ Global Emerging Markets/Asia Pacific (ex-Japan) team, having joined the company in 1997. David took on portfolio manager responsibilities in December 2005 managing the First State Asia Pacific Sustainability Fund. In August 2008 he was appointed lead portfolio manager of the First State India Subcontinent Fund. In early 1999, he joined the Asia Pacific (ex-Japan) desk as Senior Analyst. Having initially covered Korea, Taiwan and the Indian Sub-continent until the end of 2000, he then focused his research efforts on China and South-East Asia. David now covers all emerging markets with a specific focus on SRI and macro research. David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University. He is an Associate member of the UK Society of Investment Professionals.

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