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Stewart Investors Worldwide Ls A Acc GBP

Ranked 537 out of 700 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Jonathan Asante

Jonathan Asante started his career as a teacher at the London School of Economics whilst doing postgraduate research. He then joined NatWest Group where he was an assistant researcher. In 1995 he joined Framlington where he was a global emerging markets fund manager and group economist. After a nine year stint at Framlington he joined First State Investments as a senior analyst and became head of global emerging market equities after several years of co-managing GEM portfolios with Angus Tulloch.

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 grow your investment. The Fund mainly invests in shares of large companies around the world. These companies generally have a total stock market value of at least US $3 billion. The Fund may invest in both developed and emerging market countries (countries considered to have social or business activity in the process of rapid growth). The Fund may invest in any industry.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.0%
2017 10.0% 4.7% 2.6% -1.4% 3.8%
2016 28.2% 8.2% 9.6% 6.8% 1.2%
2015 5.3% 8.1% -7.3% -1.7% 6.9%
2014 5.6% -0.9% 1.0% -0.9% 6.5%
2013 25.7% 16.7% 1.5% 1.7% 4.3%
2012 6.9% 7.8% -5.6% 3.4% 1.7%
2011 -4.0% 1.2% 0.3% -13.1% 8.9%
2010 11.5% 8.7% -13.2% 6.7% 10.7%
2009 15.7% -10.5% 5.5% 20.3% 1.8%
2008 -19.6% -9.2% -1.2% -12.6% 2.4%
2007 15.2% 2.9% 6.9% 0.3% 4.3%
2006 -3.4% 11.0% -14.5% -3.4% 5.4%
2005 56.6% 5.6% 10.2% 23.2% 9.4%
2004 5.9% -1.0% -6.0% 5.5% 7.8%
2003 39.3% -1.3% 10.7% 18.2% 7.8%
2002 -27.2% 8.1% -12.7% -20.9% -2.6%
2001 -14.5% -15.6% 6.4% -21.1% 20.7%
2000 -7.6% 26.7% -15.6% 7.5% -19.6%
1999 71.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/07/1999
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN GB0030978612

Purchase Info

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

Charges

  • Annual management1.50%
  • 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).