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Stewart Investors Asia Pacific Sustainability Fund Class B (Accumulation) GBP (0P000027H0.L)

LSE - LSE Delayed price. Currency in GBp
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719.70+2.07 (+0.29%)
At close: 8:00PM GMT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up12
Number of years down2
Best 1-yr total return (Invalid Date)42.97%
Worst 1-yr total return (Invalid Date)-20.29%
Best 3-yr total return42.97%
Worst 3-yr total return7.49%

Trailing returns (%) vs. Benchmarks

Return0P000027H0.LCategory
YTD11.94%12.04%
1-month0.74%3.14%
3-month7.65%12.04%
1-year9.97%16.33%
3-year8.79%3.18%
5-year13.08%4.68%
10-year11.73%4.22%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000027H0.LCategory
2020
N/AN/A
2019
5.13%N/A
2018
7.14%N/A
2017
14.10%N/A
2016
23.32%N/A
2015
2.59%-8.87%
2014
23.25%2.27%
2013
8.20%3.43%
2012
27.89%21.94%
2011
-10.25%-16.90%
2010
36.08%18.01%
2009
42.97%68.66%
2008
-20.29%-51.98%
2007
34.87%36.68%
2006
15.62%31.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-13.01%18.30%7.98%N/A
20192.47%4.48%1.32%-3.08%
2018-3.08%8.03%1.07%1.25%
20177.09%-0.09%-1.13%7.87%
20163.14%10.19%9.55%-0.96%
201510.29%-7.61%-6.10%7.22%
20140.58%6.72%10.98%3.46%
201310.73%-3.30%-1.49%2.58%
201210.72%0.71%9.81%4.44%
2011-2.63%3.01%-11.53%1.14%
201012.64%-1.58%11.26%10.32%
2009-0.49%13.46%24.13%2.02%
2008-5.70%-6.14%-8.73%-1.34%
20077.43%10.13%10.01%3.62%
20066.18%-5.53%5.32%9.44%

Rank in category (by total return)

YTD24
1-month86
3-month21
1-year61
3-year8
5-year36

Load adjusted returns

1-year9.97%
3-year8.79%
5-year13.08%
10-year11.73%