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Stewart Invs Global Emerging Markets A GBP Acc

Ranked 55 out of 180 in - Global Emerging Markets over 12 months
All calculations are in EUR unless stated

Managed by

Tom Prew

Tom Prew is a portfolio manager and analyst at Stewart Investors. The team manage funds in Asia Pacific, emerging market, worldwide and sustainable development equity investment strategies on behalf of clients. He joined the firm as a graduate in 2006. Tom currently has portfolio responsibilities including lead management of the GEM All Cap strategies, the Latin American fund and Frontiers strategies. He is co-manager on a number of Emerging Market Leaders strategies. Tom has a Bachelor of Arts (Hons) in Jurisprudence from Lincoln College, Oxford.

Ashish Swarup

Ashish Swarup is Lead Portfolio Manager for several of Stewart Investors Global Emerging Market strategies and Lead Portfolio Manager of one of their Asian ones. He has over a decade’s experience in managing equity investments. Prior to joining Stewart Investors, he was Portfolio Manager (Global Emerging Markets) at Fidelity Management & Research and Fidelity Investments. Ashish has a Degree in Electronics and Communication Engineering from the Indian Institute of Technology, a Post Graduate Diploma in Management from the Indian Institute of Management, and holds a MBA from INSEAD in France.

Objective

The Fund aims to grow your investment. The Fund invests in shares of companies in emerging markets or whose business is predominantly based in emerging markets. This includes companies that are listed on exchanges in developed markets. Emerging markets typically have lower average income and standards of governance than developed markets.

Showing fund performance in Ireland View performance globally

Performance

Global Emerging Markets over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4% -0.2% -2.0%
2017 10.7% 9.8% -4.5% 1.0% 4.4%
2016 11.3% 0.5% 5.8% 4.5% 0.2%
2015 -3.2% 12.3% -3.8% -10.3% -0.1%
2014 12.0% 0.1% 6.8% 5.5% -0.7%
2013 -2.0% 3.8% -6.9% 1.9% -0.5%
2012 24.4% 8.9% 1.7% 8.8% 3.3%
2011 -8.5% -9.1% 0.3% -7.2% 8.1%
2010 36.4% 7.5% 6.7% 5.2% 13.0%
2009 69.9% 8.3% 27.3% 14.2% 7.8%
2008 -41.4% -13.5% -2.5% -11.7% -21.4%
2007 18.7% 3.0% 11.1% 3.0% 0.8%
2006 19.8% 8.8% -10.0% 7.1% 14.2%
2005 48.3% 6.7% 11.0% 16.0% 7.9%
2004 8.6% 8.7% -9.4% 5.7% 4.3%
2003 27.5% -9.8% 15.0% 12.5% 9.3%
2002 -12.9% 15.4% -14.7% -10.5% -1.1%
2001 11.3% 3.1% 16.0% -25.9% 25.5%
2000 -11.8% 12.3% -5.0% -2.1% -15.6%
1999 77.4% 10.8% 29.4% -9.0% 36.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Luxembourg
  6. Netherlands
  7. Sweden
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date30/12/1992
  • Share Class size38Mn
  • Base currencyGBP
  • ISIN GB0030190366

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.75%
  • Initial investment4.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).