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)
240.26p
PRICE (ACC)
275.08p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.6%
ONGOING CHARGE
0.68%
YIELD
0.6%
1 YEAR
-6.65%Prices as at 01 Dec 2023.
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 achieve capital growth over the long-term (at least five years). The Fund invests in a diversified portfolio of equity or equity-related securities which are listed, traded or dealt in on any of the Regulated Markets worldwide.
Fund summary
| Sector | Global |
|---|---|
| Structure | OEIC |
| Launched | November 2012 |
| Size | £508m |
| Yield | 0.6% |
| Dividends paid | September |
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