Stewart Investors Worldwide Sustainability Fund Class B (Accumulation) GBP

Stewart Investors Worldwide Sustainability Fund Class B (Accumulation) GBP
First State Investments (UK) Ltd
Open Ended Investment Company
0.89 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0.6 %
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 7.78 %
Henkel AG & Co KGaA 4.96 %
Merck KGaA 4.20 %
Beiersdorf AG 4.08 %
Cerner Corp 4.03 %
Ain Holdings Inc 3.52 %
Deutsche Telekom AG 3.44 %
Novo Nordisk A/S B 3.28 %
Unicharm Corp 3.19 %
Tata Consultancy Services Ltd 3.01 %
Region %
Eurozone 29.21 %
United States 18.20 %
Europe - ex Euro 12.99 %
Japan 11.78 %
Asia - Emerging 10.81 %
United Kingdom 10.41 %
Sector %
Consumer Defensive 34.92 %
Healthcare 24.34 %
Technology 15.43 %
Industrials 12.52 %
Communication Services 5.56 %
First State Investments (UK) Ltd
EC2M 7EB, London, United Kingdom
Legal Structure
Open Ended Investment Company


David Gait
Joined 07/01/2016

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.

Nick Edgerton
Joined 07/01/2016

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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