ISIN:
GB00B7W30613
IA Sector:
IA Global
Risk level:
FE fundinfo Rating:
3 of 5
Accumulation
Price:
317.30 GBP
04 August 2021
Last change:
icon-up-small 0.58%
1 year change:
icon-up-small 24.96%
5 year annualised return:
12.63%
12 month yield:
0.04%
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Fund Objective: The Fund aims to achieve capital growth over the long term (at least five years). The Fund invests in shares of companies around the world. The Fund may invest in both developed and emerging market countries. Emerging market countries are those which are not classified as developed markets by MSCI or FTSE, or which are categorized by the World Bank as middle or low-income, or which are not members of the Organization for Economic Co-operation and Development. The Fund invests in shares of high-quality companies which are positioned to benefit from, and contribute to, the sustainable development of the countries in which they operate. Investment decisions around high quality companies are based on three key points: (i) Quality of management. (ii) Quality of the company including its social usefulness, their environmental impacts and efficiency and responsible business practices. (iii) Quality of the company's finances and their financial performance. Sustainability is a key part of the approach. The Fund may invest up to 10% in other funds. The Fund may use derivatives to reduce risk or to manage the Fund more efficiently.
| Manager name | Stewart Investors (First Sentier Investors) (UK) |
|---|---|
| Manager start date | 31 July 2016 |
| Manager Biography | David is responsible for leading the Stewart Investors Sustainable Funds group and generating investment ideas across all sectors in emerging and developed markets. David Gait joined the company in 1997.David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University. |
| Investment style: | *None |
|---|---|
| Region (geographical) | Global |
| Benchmark | MSCI ACWI |
|---|---|
| Sector | IA Global |
| FE fundinfo Rating | 3 of 5 |
Fund size: 849,722,923.45 £
Chart date: August 4, 2021
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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