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LSE - Delayed Quote GBP

Stewart Inv Indian Sbctnt AllCap B GBP (0P0000X4NO.L)

4.4420
+0.0545
+(1.24%)
At close: April 17 at 9:00:00 PM GMT+1

Fund Summary

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Stewart Inv Indian Sbctnt AllCap B GBP

#20-01 Centennial Tower

Fund Overview

Category --
Fund Family First Sentier Investors (UK) Funds Ltd
Net Assets --
YTD Return -11.57%
Yield 0.00%
Morningstar Rating
Inception Date Dec 08, 2014

Fund Operations

Last Dividend 0.02
Last Cap Gain --
Holdings Turnover -18.70%
Average for Category --

Fees & Expenses

Expense 0P0000X4NO.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Sashi Reddy is a Portfolio Manager with the Sustainable Funds Group at Stewart Investors. He joined the team in August 2007. Sashi is lead manager of the Worldwide Leaders Sustainability strategy and the Indian Subcontinent Sustainability strategy. Previously, he worked at Irevna Research, an Indian equities research house from 2005 to 2007. Sashi has an engineering degree from the National Institute of Technology, Trichy and an MBA from the Schulich School of Business, York University in Toronto.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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.

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