Stewart Investors Worldwide Leaders

Select share classes

There is only one type of share class for this fund.

Stewart Investors Worldwide Leaders Fund Class B (Accumulation) GBP

Category Global Large-Cap Growth Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

915.07p

arrow-up5.59p (+0.61%)

Fund Code

FTGOA

3097872

GB0030978729

Prices updated as at 17 Dec 2025

Prices in GBX

Investment objective

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 of large and mid-capitalisation companies which are listed, traded or dealt in on any of the Regulated Markets worldwide.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Portfolio as of 30/11/2025

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Value

Core

Growth

Large

10

27

24

Medium

0

21

14

Small

0

5

0

Valuation

Stewart Investors Worldwide Leaders Fund Class B (Accumulation) GBP

Global Large-Cap Growth Equity

20.63

23.69

2.92

4.22

3.23

5.21

15.09

17.55

Growth rate

Stewart Investors Worldwide Leaders Fund Class B (Accumulation) GBP

Global Large-Cap Growth Equity

9.67%

10.19%

1.25%

1.11%

14.09%

13.89%

Top 10 holdings

Sector

-

Country

India

% of assets

7.58073

Sector

-

Country

United States

% of assets

6.54196

Sector

-

Country

South Korea

% of assets

5.22058

Sector

-

Country

India

% of assets

5.07651

Sector

-

Country

France

% of assets

4.94665

Sector

-

Country

Brazil

% of assets

4.90087

Sector

-

Country

United States

% of assets

4.13552

Sector

-

Country

United States

% of assets

3.96267

Sector

-

Country

Singapore

% of assets

3.93833

Sector

-

Country

United States

% of assets

3.55448

Assets in top 10 holdings %

49.86%

Total no. of equity holdings

30.00

Total no. of bond holdings

-

Stock sectors

Stewart Investors Worldwide Leaders Fund Class B (Accumulation) GBP

Global Large-Cap Growth Equity

31.76%

Basic materials

2.80%

-

Con cyclical

13.45%

-

Financial svs

15.51%

-

Real estate

-

60.16%

Comm services

4.14%

-

Energy

-

Industrials

26.56%

-

Technology

29.46%

-

8.08%

Con defensive

-

Healthcare

8.08%

-

Utilities

-

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.