U
Stewart Investors Worldwide Leaders Fund Select Shares SWWLX
NASDAQ
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Fund Information
Fund Type
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
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Asset Allocation
Cash
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Stock
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U.S. Stock
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Non U.S. Stock
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Bond
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U.S. Bond
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Preferred
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Convertible
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Other
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Services Offered
Institutional Only
Top Holdings
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Performance
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Company Information
Provider
Stewart Investors
Manager/Tenure
(Years)
Sashi Reddy (0)
Address
23 St. Andrew Square
Edinburgh - EH2 1BB
Country
United Kingdom
Phone Number
0131 473 2200
Investment Strategy
The investment seeks to achieve capital growth over the long term. The fund seeks to meet its objective by investing in a worldwide, diversified portfolio of equity or equity-related securities. Under normal market conditions, at least 30% of the fund’s net assets will be invested in the securities of foreign issuers including those in emerging markets, directly and indirectly such as through, but not limited to, American Depository Receipts or similar securities.