Stewart Investors Asia Pacific Leaders Sustainability B Acc

Citicode
QI53
Launch Date
01-12-2003
Fund Size
£5,503,514,627
Yield
0.72%
Ongoing Charge
0.84%
Fund Managers
David Gait
Sashi Reddy
Benchmark: IA Asia Pacific excluding Japan
Investment
Stewart Investors Asia Pacific Leaders Sustainability B Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The Fund aims to achieve capital growth over the long term (at least five years). The Fund mainly invests in shares of large and mid-sized companies based in or where the majority of their activities take place in the Asia Pacific region excluding Japan and that are listed on exchanges worldwide. These companies generally have a total stock market value of at least US$ 1 billion. The Fund invests in shares of high quality companies which are positioned to contribute to, and benefit from, sustainable development. Investment decisions around high quality companies are based on three key points: (i) Quality of management. (ii) Quality of the company including its social usefulness, their environmental impacts and efficiency and responsible business practices. (iii) Quality of the company's finances and their financial performance. Sustainability is a key part of the approach. The Fund may invest up to 10% in other funds. The Fund will only use derivatives to reduce risk or to manage the Fund more efficiently in limited cases.

Top 10 Holdings

Asset Class

Fund Manager

David Gait

Start Date

30-06-2016

Bio

David is Head of the Sustainable Funds Group and a Portfolio Manager. He sits on the Stewart Investors Board. David joined the team as a graduate in 1997. He is lead manager of Asia Pacific Leaders Sustainability and Asia Pacific Sustainability strategies, as well as Pacific Assets Investment Trust. David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University.

Fund Manager

Sashi Reddy

Start Date

30-06-2016

Bio

Sashi Reddy joined the team in August 2007 and is responsible for generating investment ideas across the Stewart Investors Sustainable Funds group.Before joining the company, Sashi worked at Irevna Research, an Indian equities research house from 2005 to 2007. Sashi brings with him 15 years of experience, 12 years of which were in the financial services industry.Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto.

Data source:

All financial data is supplied by FE

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