Stewart Investors Worldwide Leaders Sus III G Acc USD

Ranked 252 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Nick Edgerton

David Gait

David Gait was born in Edinburgh in 1975 and holds a BA in Economics from Cambridge University and an MSc in Investment Analysis from Stirling Univerisity. David joined Stewart Ivory in 1997, the predecessor to First State Investments. He is responsible for evolving the emerging markets and Asia Pacific strategies and is the lead manager on the First State Asia Pacific Sustainability and First State Indian Subcontinent funds. David has been managing funds for over 11 years.

Objective

The Fund invests primarily (at least 70% of its Net Asset Value) in a diverse portfolio of equity securities of larger capitalisation companies which are listed, traded or dealt in on any of the Regulated Markets worldwide. Larger capitalisation companies are currently defined for the purposes of this policy as companies with a minimum investible market cap (free float) of US$3 billion at the time of investment. The Fund is not subject to any limitation on the portion of its Net Asset Value that may be invested in any one or more Emerging Markets or any sector.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.4%
2018 2.6% -4.6% 8.3% 2.9% -3.5%
2017 14.5% 6.8% 3.5% -1.5% 5.1%
2016 27.6% 7.6% 11.3% 6.6% 0.0%
2015 7.0% 8.6% -7.3% -1.8% 8.1%
2014 9.8% 1.2% 1.3% -0.7% 7.8%
2013 27.4% 17.1% 2.8% 1.3% 4.5%
2012 8.5% 9.0% -6.4% 5.3% 1.0%
2011 -2.6% 2.7% -0.1% -12.7% 8.7%
2010 11.5% 8.6% -12.4% 7.6% 9.0%
2009 15.1% -11.9% 6.2% 21.2% 1.5%
2008 -18.4% -9.2% -0.7% -11.2% 2.0%
2007 14.7% 2.9% 6.0% 0.6% 4.5%
2006 2.3% 5.9% -9.2% 1.5% 4.8%
2005 25.0% 0.4% 7.0% 7.0% 8.7%
2004 3.1% -0.9% 1.0% -2.4% 5.6%
2003 11.8% -4.4% 9.5% 3.0% 3.7%
2002 -23.0% 6.8% -12.4% -20.0% 2.8%
2001 -16.4% -12.4% 6.8% -21.6% 13.9%
2000 -25.8% 5.0% -5.3% -6.3% -20.3%
1999 37.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Hong Kong
  4. Ireland
  5. Macau
  6. Netherlands
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date03/08/1999
  • Share Class size12Mn
  • Base currencyUSD
  • ISIN IE0008372751

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.30%
  • Initial investment0.30%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).