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Stewart Investors Worldwide Sustainability Fund (0P0001LJVU.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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10.01-0.05 (-0.48%)
At close: 04:00PM EDT

Stewart Investors Worldwide Sustainability Fund

First Sentier Investors (Ireland) Limited

Management Information
,Lead Manager since February 10, 2019
Nick is responsible for generating investment ideas for the Stewart Investors Sustainable Funds group across all sectors in emerging and developed markets. He joined the team in April 2012 following two years in the First State Investments group. Nick previously worked as an analyst with the Sustainability funds at AMP Capital Investors, and has experience as a consultant, public servant, and academic in sustainability and economics. Nick holds a Bachelor of Economics from Macquarie University, and a Master of Science with Distinction in Ecological Economics from the University of Edinburgh.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyFirst Sentier Investors (Ireland) Limited
Net AssetsN/A
YTD Return3.39%
Yield0.00%
Morningstar Rating★★
Inception DateApr 4, 2019

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001LJVU.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A