L&G PMC Stewart Investors Global Emerging Markets Leaders Fund 3

L&G PMC Stewart Investors Global Emerging Markets Leaders Fund G25

Fund code

Fund facts

Base currency
GBP
Domicile
United Kingdom

As at 29 Feb 2024

Fund aim

Benchmark

ABI Sector

Specialist

Charges

Investment management charge0.85%
Additional expenses0.08%
Fund management charge0.93%

Performance

Source: Lipper

Performance (%)
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Change

    Performance summary (%)

    As at 29 Feb 2024

    CumulativeFund
    6 Months-
    Year to date-
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    AnnualisedFund
    1 year-
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    5 years-

    As at 31 Dec 2023

    CumulativeFund
    6 Months-
    Year to date-
    3 years-
    5 years-
    AnnualisedFund
    1 year-
    3 years-
    5 years-
    Rolling 12-month performance
    Calendar year performance
    Monthly performance
    Annualised performance

    Rolling 12-month performance to last quarter end (%)

    2014
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    2023

    Calendar year performance (%)

    2014
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    Annualised performance (%)

    1 year3 years5 years
    Fund---

    Annualised performance (%)

    1 year3 years5 years
    Fund---

    Performance for the unit class in GBP, launched on 26 October 2018. Source: Lipper.

    Past performance is not a guide to future returns. The value of your investment and any income taken from it is not guaranteed and may go up and down.

    Performance for the unit class in GBP, launched on 28 November 2018. Source: Lipper.

    Past performance is not a guide to future returns. The value of your investment and any income taken from it is not guaranteed and may go up and down.

    Portfolio

    As at 29 Feb 2024. All data source LGIM unless otherwise stated. Totals may not sum due to rounding.

    Sector (%)

    Top 10 holdings (%)

    Country (%)

    Fund Manager

    Ashish Swarup

    Ashish Swarup is a Portfolio Manager with the St Andrews Partners team at Stewart Investors. Ashish manages several Global Emerging Market strategies and the Asia Pacific All Cap fund. He has over a decade’s experience in managing equity investments.

    Ashish brings real life knowledge and experience of working in the technology industry, particularly in the area of supply chain management, much of which can be applied to company analysis.

    Prior to joining Stewart Investors, he was Portfolio Manager (Global Emerging Markets) at Fidelity Management & Research and Fidelity Investments. Ashish has a Degree in Electronics and Communication Engineering from the Indian Institute of Technology, a Post Graduate Diploma in Management from the Indian Institute of Management, and holds a MBA from INSEAD in France.

    Prices

    Name
    GBP
    Price
    -
    Change (%)
    -
    Currency
    GBP
    Price time
    12:00 UK time
    Name
    GBP
    Price
    -
    Change (%)
    -
    Currency
    GBP
    Price time
    12:00 UK time

    Important Information

    The fund performance provided is: 

    • after all fund charges have been taken, but doesn't include any other product charges. Please see your product literature for more information on charges.
    • assuming all income generated by the investments remains within the fund

    Please bear in mind that past performance is not a guide to future returns. The value of an investment and any income taken from it is not guaranteed and may go down as well as up. You could get back less than you invest.

    Performance data source: Lipper. 

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