Stewart Investors Worldwide Eq B Inc GBP

Fund

Fund Info

  • Yield History0.68%
  • 3 Year sharpe0.98
  • 3 Year alpha-1.78
  • Distribution Typeincome
  • BenchmarkMSCI ACWI NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.25%
  • SectorGlobal
  • Manager GroupFirst State
  • DomicileUnited Kingdom
  • ISINGB00B40SXC45

Investment Strategy

The Fund aims to achieve long-term capital growth. The Fund will seek to invest in a diverse portfolio of equity securities which are listed, traded or dealt in on any of the Regulated Markets worldwide. The Fund is not managed to a benchmark and may have exposure to developed or emerging markets whilst maintaining its geographical diversity. The Fund may invest in any industry.

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