Stewart Investors Worldwide Leaders Fund Select Shares
SWWLX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
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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Non-U.S. Bond
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Preferred
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Convertible
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Other
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Services Offered
Top Holdings
There are no holdings to display.
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Performance
Beta
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7-Day Total Return
30-Day Total Return
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60-Day Total Return
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90-Day Total Return
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Year to Date Total Return
1-Year Total Return
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5-Year Total Return
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Last Bull Market Total Return
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Last Bear Market Total Return
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Forward Dividend Yield
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Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Beta / Standard Deviation
Beta
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Standard Deviation
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Company Information
Provider
Stewart Investors
Manager/Tenure
(Years)
(Years)
Sashi Reddy (0)
Website
Address
23 St. Andrew Square
Edinburgh - EH2 1BB
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.