LSE - Delayed Quote GBp

Stewart Inv Wldwd Sustnby VI GBP Acc (0P0001IOW1.L)

1,220.33 -11.78 (-0.96%)
At close: April 18 at 9:00 PM GMT+1

Fund Summary

Stewart Inv Wldwd Sustnby VI GBP Acc

First Sentier Investors (Ireland) Limited

Fund Overview

Category --
Fund Family First Sentier Investors (Ireland) Limited
Net Assets --
YTD Return 1.72%
Yield 0.00%
Morningstar Rating
Inception Date Jan 29, 2021

Fund Operations

Fees & Expenses

Expense 0P0001IOW1.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

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.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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