Stewart Inv APAC Ldrs Sstby B GBP Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.27%
  • 3 Year sharpe1.14
  • 3 Year alpha6.12
  • Distribution Typeincome
  • BenchmarkMSCI AC Asia Pacific ex Japan NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • IA SectorSpecialist
  • Manager GroupFirst Sentier Investors
  • DomicileUnited Kingdom
  • ISINGB00B57S0V20

Investment Strategy

This fund aims to achieve capital growth over the long-term (at least five years) by investing in shares of medium to large sized companies (that generally have a total stock market value of at least $1 billion) in the Asia Pacific region (including Australasia but excluding Japan). The companies it invests in are either based in or have significant operations in this region and may benefit from or contribute to sustainable development.  Although the fund’s investment policy excludes Japan, it may hold companies that are listed on the Japanese stock market that conduct a significant amount of business in the Asia Pacific region (excluding Japan). The fund can invest in a range of non-equity, short term securities (including investment grade fixed income) and may invest up to 10% of the portfolio in other funds. The fund may also use derivatives to reduce risk or to manage the fund more efficiently.

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