Stewart Investors Gl Em Mkts Best Ideas A Acc GBP

Ranked 185 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Jonathan Asante

Jonathan Asante started his career as a teacher at the London School of Economics whilst doing postgraduate research. He then joined NatWest Group where he was an assistant researcher. In 1995 he joined Framlington where he was a global emerging markets fund manager and group economist. After a nine year stint at Framlington he joined First State Investments as a senior analyst and became head of global emerging market equities after several years of co-managing GEM portfolios with Angus Tulloch.

Tom Prew

Tom Prew is a portfolio manager and analyst at Stewart Investors. The team manage funds in Asia Pacific, emerging market, worldwide and sustainable development equity investment strategies on behalf of clients. He joined the firm as a graduate in 2006. Tom currently has portfolio responsibilities including lead management of the GEM All Cap strategies, the Latin American fund and Frontiers strategies. He is co-manager on a number of Emerging Market Leaders strategies. Tom has a Bachelor of Arts (Hons) in Jurisprudence from Lincoln College, Oxford.

Objective

The primary objective of the Fund is to achieve a total investment return from capital appreciation and income

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.4%
2018 -5.4% -3.2% 4.0% -5.4% -0.7%
2017 17.1% 8.9% -1.7% -0.5% 10.0%
2016 32.4% 11.5% 10.3% 6.0% 1.6%
2015 -4.5% 8.2% -6.9% -5.9% 0.8%
2014 0.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
USD Cash 19.30%
Uni-President Enterprises Corp ORD 11.65%
Henkel AG & Co KgaA ORD 10.21%
Unicharm Corp DR 9.26%
Housing Development Finance Corporation Ltd ORD 7.83%
Tata Consultancy Services Ltd ORD 7.71%
Heineken Holding NV ORD 6.90%
Unilever PLC ORD 6.78%
Tiger Brands Ltd ORD 5.92%
Tata Power Company Ltd ORD 5.41%
28/02/2019

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date15/09/2014
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN IE00B82ZT128

Purchase Info

  • Min. initial investment125,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment0.00%

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