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Stewart Investors Indian Subcontinent A GBP Acc

Ranked 9 out of 9 in - India over 12 months
All calculations are in CLP unless stated

Managed by

David Gait

David Gait was born in Edinburgh in 1975 and holds a BA in Economics from Cambridge University and an MSc in Investment Analysis from Stirling Univerisity. David joined Stewart Ivory in 1997, the predecessor to First State Investments. He is responsible for evolving the emerging markets and Asia Pacific strategies and is the lead manager on the First State Asia Pacific Sustainability and First State Indian Subcontinent funds. David has been managing funds for over 11 years.

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 will comprise investments in a diversified portfolio of companies of the Indian subcontinent. The Fund concentrates on securities that are listed, traded or dealt in on regulated markets in the Indian subcontinent and instruments issued by companies established, operating or having a predominant part of their economic activities in the Indian subcontinent and listed on other regulated markets. The Fund invests in companies which are positioned to benefit from, and contribute to, the sustainable development of the countries in which they operate.

Showing fund performance in Chile View performance globally

Performance

India over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.4% 4.8% -3.3%
2016 -4.5% -10.5% 5.7% 5.3% -4.1%
2015 16.3% 9.8% -0.8% 7.6% -0.8%
2014 64.3% 12.1% 16.5% 20.8% 4.2%
2013 14.0% -2.6% 1.2% -0.9% 16.6%
2012 19.6% 10.5% -6.5% 11.9% 3.4%
2011 -14.9% -3.0% 3.3% -3.5% -12.0%
2010 22.5% 9.9% 7.1% 4.6% -0.5%
2009 65.2% -7.9% 39.9% 25.5% 2.1%
2008 -46.7% -32.1% -0.8% -4.6% -17.1%
2007 46.9% -3.2% 17.0% 10.4% 17.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date15/11/2006
  • Share Class size96Mn
  • Base currencyGBP
  • ISIN GB00B1FXTF86

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.75%
  • Initial investment4

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