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Stewart Investors Worldwide Sustainability B

Bestinvest LogoGlobal 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%

1 YEAR
-9.32%

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

SectorGlobal
StructureOEIC
LaunchedNovember 2012
Size£687m
Yield0.1%
Charging BasisIncome
Dividends paid31 Mar 30 Sep

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.6%
Ongoing Charges Figure0.68%

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