Stewart Investors Worldwide Sustainability B Inc


Buy/Sell Price  (as of 23/09/2016) £1.6416   Day Change :  0.69%     Fund Code:  FTWDI 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

Biography

David Gait is Senior Portfolio Manager with First State Investments Global Emerging Markets/Asia Pacific (ex-Japan) team, having joined the company in 1997. David took on portfolio manager responsibilities in December 2005 managing the First State Asia Pacific Sustainability Fund. In August 2008 he was appointed lead portfolio manager of the First State India Subcontinent Fund. In early 1999, he joined the Asia Pacific (ex-Japan) desk as Senior Analyst. Having initially covered Korea, Taiwan and the Indian Sub-continent until the end of 2000, he then focused his research efforts on China and South-East Asia. David now covers all emerging markets with a specific focus on SRI and macro research. David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University. He is an Associate member of the UK Society of Investment Professionals.
Investment HouseStewart Investors
Fund ProviderFirst State Investments (UK) Ltd
ManagerNick Edgerton  
ManagerDavid Gait   Biography

Fund Objective The Fund will seek to invest in a diverse portfolio of equity securities which are listed, traded or dealt in on any of the Regulated Marketsworldwide.

Key Statistics

Fund Status
Fund TypeOEIC
ISINGB00B8319S60
12-Month NAV High £1.65
12-Month NAV Low £1.17
Fund Comparative IndexMSCI ACWI NR USD
Morningstar CategoryTMGlobal Large-Cap Blend Equity
Dividend FrequencyTwice Yearly
Historic Yield0.35%

Annual Charges

Morningstar ratings

 as of  31/08/2016
Overall4 star
3 Years4 star
5 YearsN/A
10 YearsN/A

Growth of £1000 Help

 as of  23/09/2016

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
---3.02-0.3314.18
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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