fund
Stewart Investors Global Emerging Markets A
PRICE (INC)
-
PRICE (ACC)
804.85p
INITIAL CHARGE
4%
3.85%
ANNUAL MANAGEMENT CHARGE
1.75%
ONGOING CHARGE
1.9%
YIELD
1.8%
1 YEAR
8.48%Prices as at 13 Jul 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Targeting capital growth Tom Prew and his team invest in a well diversified portfolio of high quality stocks from across the market cap spectrum. The Emerging Markets and Asia team at Stewart Investors favours stocks with long term growth prospects trading at reasonable valuations. Historically, this investment style has tended to provide greater downside protection relative to the emerging market indices and peer group, although it can also lead it to lag noticeably in strongly rising markets.
Fund summary
| Sector | Specialist |
|---|---|
| Structure | OEIC |
| Launched | December 1992 |
| Size | £51m |
| Yield | 1.8% |
| Dividends paid | Acc units only |
Charges
| Standard Initial Charge | 4% |
|---|---|
| Initial Charge Via BestInvest | 3.85% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 1.75% |
| Ongoing Charges Figure | 1.9% |
Investment Process
The manager employs a fundamental bottom up stock picking approach with a medium to long term outlook, generally avoiding 'momentum' type stocks. The focus is on quality growth stocks with a keen emphasis on price. Qualitative criteria including shareholder friendly management, corporate governance and strong balance sheets are also high on the list. Stock research is conducted by a large and well resourced team based in Edinburgh, Hong Kong and Singapore.
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning