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Stewart Investors Worldwide Leaders SGD

Ranked 60 out of 224 in - Global over 3 months
All calculations are in USD unless stated

Managed by

Nick Edgerton

Sashi Reddy

Sashi Reddy is a Portfolio Manager at Stewart Investors. The Global Emerging Markets/ Asia Pacific (ex-Japan) team manages funds in Asia Pacific, Emerging Market, Worldwide and Sustainable Development equity investment strategies on behalf of clients. Sashi joined the team in July 2008 and he serves as the lead Portfolio Manager of the Indian Subcontinent OEIC. 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.

Objective

The Fund invests primarily in a diverse portfolio of equity securities of larger capitalisation companies which are listed, traded or dealt in on any of the Regulated Markets worldwide.

Showing fund performance in Singapore View performance globally

Performance

Global over : 31/12/2016 - 31/03/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 7.7%
2016 5.4% 4.6% 3.1% 3.1% -5.2%
2015 -0.5% 2.9% -2.0% -5.8% 4.7%
2014 1.1% 1.1% 3.3% -6.4% 3.3%
2013 27.6% 8.9% 2.2% 7.7% 6.5%
2012 11.7% 11.4% -8.4% 8.0% 1.4%
2011 -4.6% 4.7% -0.4% -15.5% 8.3%
2010 6.6% 1.5% -13.9% 13.0% 8.0%
2009 27.3% -12.6% 21.5% 17.4% 2.2%
2008 -41.8% -9.6% -1.3% -20.7% -17.9%
2007 14.8% 2.5% 8.1% 1.9% 1.7%
2006 14.3% 6.4% -2.9% 1.4% 9.2%
2005 9.4% -1.8% 0.9% 5.3% 4.9%
2004 8.1% 1.3% -1.7% -2.3% 11.1%
2003 22.6% -6.7% 13.4% 3.7% 11.7%
2002 -17.3% 3.1% -6.5% -20.0% 7.2%
2001 -18.4% -15.3% 4.3% -18.9% 13.9%
2000 -31.8% 1.8% -9.3% -8.1% -19.6%
1999 70.5% 12.2% 6.4% 5.1% 35.8%
1998 22.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore

Fund Info

  • Launch date24/08/1998
  • Share Class size25Mn
  • Base currencySGD
  • ISIN SG9999000160

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment5

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