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Stewart Investors Latin America A GBP Acc

Ranked 26 out of 40 in - Latin America over 12 months
All calculations are in GBP unless stated

Managed by

Tom Prew

Tom Prew is a portfolio manager and analyst at Stewart Investors. The team manage funds in Asia Pacific, emerging market, worldwide and sustainable development equity investment strategies on behalf of clients. He joined the firm as a graduate in 2006. Tom currently has portfolio responsibilities including lead management of the GEM All Cap strategies, the Latin American fund and Frontiers strategies. He is co-manager on a number of Emerging Market Leaders strategies. Tom has a Bachelor of Arts (Hons) in Jurisprudence from Lincoln College, Oxford.

Dominic St. George

Dominic St George is a Lead Portfolio Manager with the Global Emerging Markets/Worldwide team at Stewart Investors. He joined the team as a graduate in November 2010. Dominic is lead manager of the Latin American investment strategies and co-manager of a number of Worldwide strategies. He holds a MA in Geography from Christ’s College, Cambridge.

Objective

The Fund aims to achieve long-term capital growth. The Fund invests primarily in a diversified portfolio of equity and equity related instruments of issuers established or having significant operations in Latin America and listed, traded or dealt in on regulated markets worldwide.

Showing fund performance in United Kingdom View performance globally

Performance

Latin America over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 16.1% 12.0% -4.3% 8.0% 0.3%
2016 49.9% 17.9% 15.8% 10.3% -0.4%
2015 -12.1% 0.0% -2.9% -15.0% 6.6%
2014 -9.2% -4.5% -0.3% -3.7% -1.1%
2013 -12.0% 13.7% -13.3% -4.8% -6.2%
2012 17.0% 9.8% -4.9% 3.5% 8.2%
2011 -9.2% -4.0% 1.8% -14.2% 8.4%
2010 33.3% 7.1% -1.1% 12.8% 11.6%
2009 22.5% 12.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Canada
  4. France
  5. Germany
  6. Ireland
  7. Luxembourg
  8. Netherlands
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date14/04/2009
  • Share Class size13Mn
  • Base currencyGBP
  • ISIN GB00B64TSD33

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.75%
  • Initial investment4

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).