Stewart Investors Global Emerging Markets Sustainability Fund Class III (Accumulation) JPY header image

Stewart Investors Global Emerging Markets Sustainability Fund Class III (Accumulation) JPY

Fund

ISIN IE00085WDIZ9 / Valor 11668072

NAV (2024-10-18)
JPY 1,375.37+0.88%

Stewart Investors Global Emerging Markets Sustainability Fund Class III (Accumulation) JPY
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General Objective

The fund aims to grow investments over the long-term by investing in shares of high-quality companies in emerging markets or where the majority of their activities take place in emerging markets. The fund focuses on companies that are positioned to contribute to sustainable development.

Fund Exposure

The fund is exposed to various sectors, with a significant allocation to Information Technology, Consumer Staples, Consumer Discretionary, Financials, and Industrials. Geographically, the fund has exposure to countries such as India, Taiwan, China, Brazil, and Japan. The investment style of the fund is based on a thematic sustainability approach, focusing on the quality of management, franchise company, and financial performance.

Risks

Investors in the fund may be exposed to risks such as emerging market risk, which includes sensitivity to economic and political conditions, liquidity risk, and difficulties valuing securities. Currency risk is also a factor, as changes in exchange rates can affect the value of the fund and lead to potential losses. Currency control decisions by governments could impact the fund's investments and may result in the deferral or suspension of share redemptions. It is important for investors to carefully consider these risks before investing in the fund.

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Source

https://www.stewartinvestors.com/ch/en/professional/our-strategies/our-funds/IE00BFY85R68.html

Tags:
emerging markets msci emerging markets sustainable investment

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OTHER SHARE CLASSES OF THIS FUND

Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) USD
Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) USD Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) USD Valor: 12480784
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%USD 11.44
Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) EUR
Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) EUR Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) EUR Valor: 45341872
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.84%EUR 9.97
Stewart Investors Global Emerging Markets Sustainability Fund VI USD Accumulation
Stewart Investors Global Emerging Markets Sustainability Fund VI USD Accumulation Stewart Investors Global Emerging Markets Sustainability Fund VI USD Accumulation Valor: 47883591
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%USD 12.69
Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Distributing) EUR
Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Distributing) EUR Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Distributing) EUR Valor: 50600434
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.84%EUR 12.25
Stewart Investors Global Emerging Markets Sustainability Fund Class III (Accumulation) USD
Stewart Investors Global Emerging Markets Sustainability Fund Class III (Accumulation) USD Stewart Investors Global Emerging Markets Sustainability Fund Class III (Accumulation) USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.70%USD 10.50
Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) SGD
Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) SGD Stewart Investors Global Emerging Markets Sustainability Fund Class I (Accumulation) SGD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.60%SGD 10.15
Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Accumulation) EUR
Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Accumulation) EUR Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Accumulation) EUR Valor: 45421299
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.84%EUR 2.57
Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Accumulation) GBP
Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Accumulation) GBP Stewart Investors Global Emerging Markets Sustainability Fund Class VI (Accumulation) GBP Valor: 11361725
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.39%GBP 9.96