LIB - Stewart Investors Wldwd Sust A
LIF2693AU
LIB - Stewart Investors Wldwd Sust A LIF2693AU Strategy
The Fund invests in a diverse portfolio of equity securities which are listed or traded in any of the regulated markets globally including emerging markets. The investment approach considers sustainaibility themes and issues, and requires positive engagement with companies in respect of these. Asset allocation is comprised by 80-100% global equities and 0-20% cash or cash equivalents. The Fund does not hedge currency risk.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Sustainable funds in NZ buck global trends
16 quarters of consecutive inflows - New Zealand sustainable funds continue to stand out.
funds
Listed Investment Companies monthly performance: September 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,098.40 | 53.80 | -0.59% |
| CAC 40 | 8,127.08 | 71.57 | 0.89% |
| DAX 40 | 24,020.54 | 60.55 | 0.25% |
| Dow JONES (US) | 47,368.63 | 381.53 | 0.81% |
| FTSE 100 | 9,866.11 | 78.96 | 0.81% |
| HKSE | 26,696.41 | 47.35 | 0.18% |
| NASDAQ | 23,527.17 | 522.64 | 2.27% |
| Nikkei 225 | 50,842.93 | 68.83 | -0.14% |
| NZX 50 Index | 13,604.55 | 12.93 | -0.09% |
| S&P 500 | 6,832.43 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,818.80 | 56.80 | -0.64% |
| SSE Composite Index | 4,002.76 | 15.84 | -0.39% |