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Stewart Invs Global Emerging Markets A GBP Acc

Ranked 196 out of 254 in - Global Emerging Markets 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.

Ashish Swarup

Ashish Swarup is Lead Portfolio Manager for several of Stewart Investors Global Emerging Market strategies and Lead Portfolio Manager of one of their Asian ones. He has over a decade’s experience in managing equity investments. Prior to joining Stewart Investors, he was Portfolio Manager (Global Emerging Markets) at Fidelity Management & Research and Fidelity Investments. Ashish has a Degree in Electronics and Communication Engineering from the Indian Institute of Technology, a Post Graduate Diploma in Management from the Indian Institute of Management, and holds a MBA from INSEAD in France.

Objective

The Fund aims to grow your investment. The Fund invests in shares of companies in emerging markets or whose business is predominantly based in emerging markets. This includes companies that are listed on exchanges in developed markets. Emerging markets typically have lower average income and standards of governance than developed markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 8.1% 10.9%
2015 -8.1% 4.6% -5.8% -6.7% -0.1%
2014 4.5% -0.5% 3.4% 2.7% -1.1%
2013 0.5% 8.2% -5.7% -0.6% -1.0%
2012 20.8% 8.6% -1.3% 7.1% 5.2%
2011 -10.8% -6.1% 2.3% -11.5% 4.8%
2010 31.5% 8.0% -2.0% 11.3% 11.8%
2009 56.1% 3.8% 17.1% 22.6% 4.8%
2008 -22.9% -6.1% -3.1% -12.1% -3.6%
2007 29.4% 3.7% 10.2% 6.8% 6.0%
2006 17.5% 10.5% -10.8% 5.0% 13.5%
2005 43.9% 3.6% 9.0% 17.1% 8.8%
2004 9.1% 3.2% -9.1% 8.2% 7.6%
2003 37.8% -4.4% 15.9% 13.3% 9.8%
2002 -7.2% 15.6% -9.8% -13.2% 2.6%
2001 8.3% 2.0% 12.3% -23.7% 23.9%
2000 -10.9% 8.3% 0.3% -7.7% -11.1%
1999 56.3% 5.0% 26.5% -10.1% 30.9%
1998 -23.2% 8.9% -23.7% -23.6% 21.1%
1997 3.0% 16.6% 9.3% 0.8% -19.8%
1996 16.9% 12.1% 10.4% -0.2% -5.4%
1995 -1.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2016

Top 10 Holdings

Stock Size
Unilever PLC ORD 6.28
Uni-President Enterprises Corp ORD 3.69
Housing Development Finance Corporation Ltd ORD 2.83
Tech Mahindra Ltd ORD 2.72
Coca Cola HBC AG ORD 2.65
Standard Bank Group Ltd ORD 2.48
Duratex SA ORD 2.28
Tiger Brands Ltd ORD 2.21
Tata Consultancy Services Ltd ORD 2.13
Natura Cosmeticos SA ORD 2.13
30/06/2016

Registered For Sale In

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

Fund Info

  • Launch date30/12/1992
  • Share Class size48Mn
  • Base currencyGBP
  • ISIN GB0030190366

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment4

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