Stewart Investors Indian Subcontinent All Cap B Acc GBP
Stewart Investors Indian Subcontinent All Cap B Acc GBP
ISIN:
GB00B1FXTG93
Risk level:
FE fundinfo Rating:
3 of 5
IA Sector:
IA India/Indian Subcontinent
Income type:
Accumulation
Price:
448.4700GBX
30 April 2025
Last change:
icon-down-small -0.13%
1 year change:
icon-down-small -6.36%
5 year annualised return:
16.94%
12 month yield:
0.00%
At a glance performance and information
Eligibility:
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice
Add to chart:
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Stewart Investors Indian Subcontinent All Cap B Acc GBP
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IA India/Indian Subcontinent
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MSCI India
Discrete calendar year performance
Trailing returns
(*annualised)
Fund Objective: The Fund aims to achieve capital growth over the long term (at least five years). The Fund invests in shares of companies based in or where the majority of their activities take place in India, Pakistan, Sri Lanka or Bangladesh. The Fund invests in shares of high-quality companies which are positioned to benefit from, and contribute to, the sustainable development of the countries in which they operate. 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 may use derivatives to reduce risk or to manage the Fund more efficiently.
Manager name:
Stewart Investors (First Sentier Investors) (UK)
Manager start date:
01 August 2012
Investment style:
*None
Region (geographical):
India
Manager Biography:
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.
Benchmark:
MSCI India
Sector:
IA India/Indian Subcontinent
FE fundinfo Rating:
3 of 5
Fees and Charges
*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.
Account charges are not included
Asset Allocation
Fund size: 546,141,800.00 GBX
Chart date: April 30, 2025
Top 10 Holdings
Sectors
World regions
What is ESG?
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
This product uses terms and/or marketing related to sustainability. It does not have a label, but the manager is required to produce a disclosures document.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.