Stewart Invrs Global Emerging Markets A GBP Acc

Ranked 83 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

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.

Ashish Swarup

Ashish Swarup is Lead Portfolio Manager for several of Stewart Investors Global Emerging Market strategies and Lead Portfolio Manager of one of their Asian ones. He has over a decade’s experience in managing equity investments. Prior to joining Stewart Investors, he was Portfolio Manager (Global Emerging Markets) at Fidelity Management & Research and Fidelity Investments. Ashish has a Degree in Electronics and Communication Engineering from the Indian Institute of Technology, a Post Graduate Diploma in Management from the Indian Institute of Management, and holds a MBA from INSEAD in France.

Objective

The Fund aims to grow your investment. The Fund invests in shares of companies in emerging markets or whose business is predominantly based in emerging markets. This includes companies that are listed on exchanges in developed markets. Emerging markets typically have lower average income and standards of governance than developed markets.

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 1.6%
2018 -5.1% -3.6% 0.7% -1.3% -1.0%
2017 15.1% 10.0% -1.9% 1.4% 5.2%
2016 28.9% 8.1% 10.9% 8.8% -1.2%
2015 -8.1% 4.6% -5.8% -6.7% -0.1%
2014 4.5% -0.5% 3.4% 2.7% -1.1%
2013 0.5% 8.2% -5.7% -0.6% -1.0%
2012 20.8% 8.6% -1.3% 7.1% 5.2%
2011 -10.8% -6.1% 2.3% -11.5% 4.8%
2010 31.5% 8.0% -2.0% 11.3% 11.8%
2009 56.1% 3.8% 17.1% 22.6% 4.8%
2008 -22.9% -6.1% -3.1% -12.1% -3.6%
2007 29.4% 3.7% 10.2% 6.8% 6.0%
2006 17.5% 10.5% -10.8% 5.0% 13.5%
2005 43.9% 3.6% 9.0% 17.1% 8.8%
2004 9.1% 3.2% -9.1% 8.2% 7.6%
2003 37.8% -4.4% 15.9% 13.3% 9.8%
2002 -7.2% 15.6% -9.8% -13.2% 2.6%
2001 8.3% 2.0% 12.3% -23.7% 23.9%
2000 -10.9% 8.3% 0.3% -7.7% -11.1%
1999 56.3% 5.0% 26.5% -10.1% 30.9%
1998 -23.2% 8.9% -23.7% -23.6% 21.1%
1997 3.0% 16.6% 9.3% 0.8% -19.8%
1996 16.9% 12.1% 10.4% -0.2% -5.4%
1995 -11.0% -15.4% 4.2% 2.2% -1.1%
1994 -11.6% -5.7% -3.5% 12.6% -13.8%
1993 83.3% 8.6% 2.2% 14.3% 44.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Tata Consultancy Services Ltd ORD 7.37%
Uni-President Enterprises Corp ORD 4.96%
Unilever PLC ORD 3.63%
Fomento Economico Mexicano SAB de CV DR 3.42%
Remgro Ltd ORD 3.18%
Tech Mahindra Ltd ORD 2.91%
Tiger Brands Ltd ORD 2.90%
United Breweries Ltd ORD 2.76%
Inversiones Aguas Metropolitanas SA ORD 2.56%
ENKA Insaat ve Sanayi AS ORD 2.54%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Canada
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date30/12/1992
  • Share Class size33Mn
  • Base currencyGBP
  • ISIN GB0030190366

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.75%
  • Initial investment4.00%

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