fund
Stewart Investors Worldwide Sustainability B
Global ethical fund, which invests in companies that are likely to benefit from and contribute to sustainable development.
PRICE (INC)
253.12p
PRICE (ACC)
288.37p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.6%
ONGOING CHARGE
0.68%
YIELD
0.1%
Prices as at 16 Aug 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
The Fund aims to generate attractive long-term, risk-adjusted returns by investing in the shares of those companies which are particularly well positioned to benefit from, and contribute to, the sustainable development of the countries in which they operate. Investment decisions around sustainability are based on three key points: Identifying companies who manage sustainability risks and opportunities and those with a positive sustainability impact; Inclusion of environmental, social and corporate governance matters in investment research; Engaging directly with companies on identified sustainability issues.
Fund summary
| Sector | Global |
|---|---|
| Structure | OEIC |
| Launched | November 2012 |
| Size | £687m |
| Yield | 0.1% |
| Charging Basis | Income |
| Dividends paid | 31 Mar 30 Sep |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.6% |
| Ongoing Charges Figure | 0.68% |
Investment Process
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