Stewart Investors Worldwide Sustainability Fund Class VI (Accumulation) EURRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 30-04-2022 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
![]() | Fonds | -0,6 | 18,3 | 13,2 | 27,9 | -16,1 |
![]() | +/-Cat | 5,2 | -13,3 | -3,9 | 5,8 | -2,5 |
![]() | +/-Idx | 2,9 | -16,9 | -9,4 | 1,9 | -2,5 |
Categorie: Aandelen Wereldwijd Large-Cap Groei | ||||||
Categorie Benchmark: MSCI ACWI Growth NR USD |
Kerngegevens | ||
Koers 16-05-2022 | EUR 2,48 | |
Rendement 1 Dag | 1,19% | |
Morningstar Categorie™ | Aandelen Wereldwijd Large-Cap Groei | |
Vestigingsland | Ierland | |
ISIN | IE00BFY85B09 | |
Grootte Fonds (Mil) 16-05-2022 | USD 256,54 | |
Grootte Fondsklasse (Mil) 16-05-2022 | EUR 201,95 | |
Aankoopkosten (Max) | 7,00% | |
Lopende Kosten Factor 28-02-2022 | 0,68% |
Morningstar Research |
Analyst Report |
Stewart Investors Worldwide Sustainability’s unique, risk-aware approach makes it a strong choice for global equities, although our conviction in the team is slightly tempered by upheaval in the broader Stewart Investors Group and a lack of... |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | Above Average |
Fondshuis | Average |
Proces | High |
Rendement | |
Kosten |
Beleggingsdoelstelling: Stewart Investors Worldwide Sustainability Fund Class VI (Accumulation) EUR |
The Fund invests primarily (at least 70% of its Net Asset Value) in a diversified portfolio of equity securities or equity-related securities which are listed, traded or dealt in on any of the Regulated Markets worldwide. The Fund invests primarily in companies that are positioned to benefit from, and contribute to, the sustainable development of the countries in which they operate. Sustainable development is based on the Investment Manager’s own philosophy explained in the paragraph below. |
Returns | |||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
Nick Edgerton 11-02-2019 | ||
David Gait 11-02-2019 | ||
Click here to see others | ||
Oprichtingsdatum 11-02-2019 |
Advertentie |
Categorie Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
MSCI ACWI NR USD | MSCI ACWI Growth NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Stewart Investors Worldwide Sustainability Fund Class VI (Accumulation) EUR | 30-04-2022 |
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Top 5 posities | Sector | % |
![]() | ![]() | 4,33 |
![]() | ![]() | 4,05 |
![]() | ![]() | 3,89 |
![]() | ![]() | 3,88 |
![]() | ![]() | 3,27 |
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Stewart Investors Worldwide Sustainability Fund Class VI (Accumulation) EUR |