Menu
You are currently using Internet Explorer. This website is optimised for Google Chrome, Mozilla Firefox and Microsoft Edge. You can download Chrome here, Firefox here or Microsoft Edge here.
We have moved Stewart Investors Global Emerging Markets Leaders to our Recommended list. The fund previously featured on our Established list.
For several years, the fund was not actively marketed due to the scale of its assets under management. For this reason, the fund resided in our Established category.
Today, the fund size is such that there are no longer any general restrictions on inflows. Therefore, we have moved it to our Recommended list. As at 31 March 2021, the fund size was approximately £730m.
Fund snapshot
An emerging markets equity fund that is managed in a distinctive style with the principle of stewardship at its heart. The team invests with an absolute return mindset, focusing upon well-managed, high-quality companies. Unusually, the fund features in the IA Specialist sector but when compared to other global emerging market equity funds, we categorise it as 'Larger-Cap, Blend'.
To view our full factsheet, please visit the fund page.
For further information, please see our IA Sector Overview covering Global Emerging Market equity funds.
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
©2021 The Adviser Centre | All Rights Reserved. The Adviser Centre is a trading name of Embark Investments Limited and is not authorised to carry out regulated activities. Embark Investments Limited is a company registered in England (No. 03383730) and a wholly owned subsidiary of Embark Group Limited, with its registered office at 100 Cannon Street, London EC4N 6EU. Embark Investments Limited is authorised and regulated by the Financial Conduct Authority (Registration No. 628981). This website is provided by The Adviser Centre and is a service for financial professionals only. Information on this website, including data and information from asset managers and third party sources, is deemed to be correct at the time of publication but The Adviser Centre takes no responsibility for its accuracy. Opinions are stated honestly and with careful consideration but they can change at any time and should not be solely relied upon. Information featured on the website does not constitute financial or investment advice.
Your use of this website is subject to the terms of use set out in the website. By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Please be aware that if you disable cookies some functionality on the site will not work. Read our cookies policy to find out more about our cookie use and how to disable cookies.
Alternatively, if you are not a financial professional and are seeking financial advice, you may wish to visit unbiased.co.uk to search for a financial adviser.