MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to achieve capital growth over the long term (at least five years). The Fund invests in shares of companies based in or where the majority of their activities take place in India, Pakistan, Sri Lanka or Bangladesh. The Fund invests in shares of high-quality companies which are positioned to benefit from, and contribute to, the sustainable development of the countries in which they operate. Investment decisions around high quality companies are based on three key points: (i) Quality of management. (ii) Quality of the company including its social usefulness, their environmental impacts and efficiency and responsible business practices. (iii) Quality of the company's finances and their financial performance. Sustainability is a key part of the approach. The Fund may invest up to 10% in other funds. The Fund may use derivatives to reduce risk or to manage the Fund more efficiently.

Fund Managers

David Gait

David is responsible for leading the Stewart Investors Sustainable Funds group and generating investment ideas across all sectors in emerging and developed markets. David Gait joined the company in 1997.David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University.

Sashi Reddy

Sashi Reddy joined the team in August 2007 and is responsible for generating investment ideas across the Stewart Investors Sustainable Funds group.Before joining the company, Sashi worked at Irevna Research, an Indian equities research house from 2005 to 2007. Sashi brings with him 15 years of experience, 12 years of which were in the financial services industry.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.