Stewart Investors Asia Pacific Sustainability Fund: A Closer Look
What is the Stewart Investors Asia Pacific Sustainability Fund?
The Stewart Investors Asia Pacific Sustainability Fund is a mutual fund that invests in companies in the Asia Pacific region that have strong environmental, social, and governance (ESG) practices.
The fund is managed by Stewart Investors, a London-based investment management firm with over 25 years of experience in sustainable investing.
What are the Fund's objectives?
The fund's objective is to achieve capital growth over the long term (at least five years) by investing in shares of companies that have strong ESG practices.
What are the investment strategies?
The fund invests in a range of companies in the Asia Pacific region, including companies in developed and emerging markets.
The fund's managers use a bottom-up stock-picking approach, which means they select companies that they believe are undervalued and have the potential for long-term growth.
The fund's managers also consider ESG factors when selecting companies to invest in.
What are the fees?
The fund's annual management fee is 1.5%. There is also a performance fee of 15% of any outperformance over the MSCI AC Asia Pacific Index.
How has the fund performed?
The fund has outperformed the MSCI AC Asia Pacific Index since its launch in December 2005.
Over the past five years, the fund has returned 10.1% per annum, compared to 7.6% per annum for the MSCI AC Asia Pacific Index.
Is the fund right for me?
The fund is suitable for investors who are looking for a long-term investment in a fund that invests in companies with strong ESG practices.
The fund is also suitable for investors who are looking for a fund that has the potential to outperform the MSCI AC Asia Pacific Index.
Conclusion
The Stewart Investors Asia Pacific Sustainability Fund is a well-managed fund that has the potential to provide investors with long-term capital growth.
The fund's managers have a strong track record in sustainable investing, and the fund has outperformed the MSCI AC Asia Pacific Index since its launch in December 2005.
Comments