Connexion
E-mail
Mot de passe
Retenir
Mot de passe oublié ?
Devenir membre gratuitement
Inscription
Inscription
Devenir membre
Inscription gratuite
Devenir client
Découvrez nos services
Paramètres
Paramètres
Cotations dynamiques 
OFFON

Accueil Zonebourse  >  Fonds ou OPCVM  >  Fonds  >  Stewart Investors Wldwd Sustbl B Acc GBP       GB00B7W30613

STEWART INVESTORS WLDWD SUSTBL B ACC GBP

Cours en clôture. Cours en clôture Fonds - 06/07
2.53 GBP   +0.15%
 SynthèsePerformancesGraphiquesCompositionCaractéristiques 
Partenaires
Stratégie du fonds géré par FIRST STATE INVESTMENTS (UK) LTD
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.
Performances du fonds : Stewart Investors Wldwd Sustbl B Acc GBP
Performances Historiques Glissantes au 06-07-2020
Début d'année 1 mois 3 mois 6 mois 1 an 3 ans Max
Fonds +2.09% +1.36% +14.22% +2.95% +5.85% +24.09% +125.02%
Plus
Exposition sectorielle au 31-05-2020
Plus
Exposition par type d'actif au 31-05-2020
Long Court Nets
91.33% 0% 91.33%
8.67% 0% 8.67%
Plus
Parts du fonds
Nom1er Jan3 ansNotationTailleFrais
Stewart Investors Wldwd Sustbl A Inc GBP1.75%21.67%2M GBP1.5%
Stewart Investors Wldwd Sustbl A Acc GBP1.67%21.27%8M GBP1.5%
Stewart Investors Wldwd Sustbl A Acc USD1.92%21.29%1M USD1.5%
Stewart Investors Wldwd Sustbl A Acc EUR2.15%21.25%6M EUR1.5%
Stewart Investors Wldwd Sustbl B Inc GBP2.08%24.10%68M GBP0.85%
Stewart Investors Wldwd Sustbl B Acc GBP2.09%24.09%286M GBP0.85%
Stewart Investors Wldwd Sustbl B Acc USD2.28%23.90%56M USD0.85%
Stewart Investors Wldwd Sust UL10.98%29.82%NC0M SEK0%
Stewart Inv worldwide Sustainable UL1.67%0.00%NC0M SEK0%
Canlife Stewart Inv Wrldwd Sustainabilty2.06%0.00%NC0M GBP0%
Autres fonds de la catégorie: Actions International Gdes Cap. Croissance
 Nom1er Jan3 ansNotationTaille
3 Banken Nachhaltigkeitsfonds I (T)-3.15%20.17%NC0 M EUR
AB Concntr Glbl Eq AR EUR Inc-0.49%42.06%NC0 M EUR
AB Concntr Glbl Eq I EUR Acc-0.06%0.00%NC0 M EUR
AB Sustainable Glb Tmtc S EUR Acc8.67%48.94%NC0 M EUR
AB Sustainable Glb Tmtc S1 EUR8.24%45.94%NC0 M EUR
Abante Equity Managers A EUR-4.43%4.58%NC0 M EUR
Abante Equity Managers B EUR-4.92%-7.39%NC0 M EUR
Abante Equity Managers C EUR-4.46%4.27%NC0 M EUR
Abaris Defensive Equity A EUR28.38%0.00%NC0 M EUR
AE Allianz Global Equity-4.63%20.80%NC0 M EUR
Plus de fonds




Copyright © 2009 Morningstar. All Rights Reserved. The information, data and opinions expressed (“Information”) and contained herein: (1) are proprietary to Morningstar and/or its content providers and are not intended to represent investment advice or recommendation to buy or sell any security; (2) may not be copied or distributed without express license to do so; and (3) are not warranted to be accurate, complete or timely. Morningstar reserve its rights to charge for access to these Ratings and/or Rating report. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this Rating, Rating Report or Information contained therein.
Gestion
Société de gestion First State Investments (UK) Ltd
Date de création 01-11-2012

Gérant Depuis
Nick Edgerton 31-07-2016
David Gait 31-07-2016
Description
Notation Morningstar
PEA
NON
PEA PME
NON
Date de création 01-11-2012
Devise GBP
Structure Juridique Open Ended Investment Company
Catégorie AMF Fonds étrangers
Catégorie Morningstar Actions International Gdes Cap. Croissance
Zone d'investissement Global
Benchmark MSCI ACWI NR USD 100%
Actifs nets de la part 286 M GBP au 31-05-2020
Fréquence des VL Quotidienne
Dépositaire et conservateur The Bank of New York Mellon (Internation
Commisaire aux comptes PricewaterhouseCoopers LLP (Edinburgh)
Boîte de style Morningstar
Volatilité au 31-05-2020
Ecart-type 3 ans 11.5%
Ratio de Sharpe 3 ans 0.55
Performance moyenne 3 ans 24.09%