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Stewart Investors European Sustainability Fund Class E - Accumulation (GBP)

Sell:939.39p Buy:939.39p Change: 11.50p (1.24%)
Prices as at 22 November 2024
Sell:939.39p
Buy:939.39p
Change: 11.50p (1.24%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 22 November 2024
Sell:939.39p
Buy:939.39p
Change: 11.50p (1.24%)
Prices as at 22 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

22/11/19 to 22/11/20 22/11/20 to 22/11/21 22/11/21 to 22/11/22 22/11/22 to 22/11/23 22/11/23 to 22/11/24
Annual return n/a n/a -21.56% 1.05% -0.86%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Lorna Logan
Manager start date: 10 June 2021
Manager located in: TBC

Lorna is a Portfolio Manager at Stewart Investors. She joined the team in July 2017. Lorna is Co-Portfolio Manager of the European Sustainability strategy with Rob Harley. Previously, Lorna worked in various roles at Colonial First State Global Asset Management (now First Sentier Investors), and prior to that, worked as a management consultant. Lorna holds a Masters in Sustainability Leadership from the University of Cambridge and a BA (Hons) in Business and Psychology from the University of Strathclyde

Manager Name: Robert Harley
Manager start date: 10 June 2021
Manager located in: TBC

Rob is a Portfolio Manager at Stewart Investors. He joined the team in October 2015. Rob is Co-Portfolio Manager of the European Sustainability strategy with Lorna Logan. Previously, Rob worked in various investment management roles for ten years and in the not-for-profit sustainable development sector for eight years. Rob holds an MSc in International Strategy & Economics from the University of St Andrews and a BA (Hons) in Political Science from the University of Natal, South Africa.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now