Stewart Investors Asia Pacific Leaders Sustainability Fund Class B (Accumulation) GBP

A Select 50 Fund - Fidelity insight

Category Asia-Pacific ex-Japan Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

1,061.32p

arrow-up1.12p (+0.11%)

Fund Code

FTALB

3387476

GB0033874768

Prices updated as at 14 Nov 2024

Prices in GBX

Investment objective

The Fund aims to achieve capital growth over the long-term (at least five years). The Fund invests in a diversified portfolio of equity or equity-related securities of large and mid-capitalisation that are incorporated or listed, or where a majority of their economic activities take place, in the Asia Pacific region (excluding Japan) and which are listed, traded or dealt in on Regulated Markets worldwide.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Our view

Why we like the fund: This fund invests in what the manager considers to be leading companies listed in Asia. Stewart Investors is also one of the pioneers in sustainable investing, which is an added benefit of its approach. The manager has a long tradition investing in the region and an experienced team of experts. A leading company, in Stewart's view, is one with a resilient balance sheet, good franchises, a strong culture and a focus on sustainability. It performs detailed research, has on-the-ground specialists and is clear on what its ideal investment looks like. Stewart's allocations to China tend to be lower than the regional benchmark. How to use the fund: Stewart' s approach has a 'quality' bias. The companies it targets tend to be more expensive than others, for good reason, so the manager takes a very long-term view when investing to allow for the power of compounding to take effect. Investors should do the same, investing over a period of ten years or more. This approach blends well with a 'value' style, which involves buying companies with depressed share prices in the expectation that they will recover.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.