Stone Global Sustainability Fund

Mutual Funds

Stone Global Sustainability Fund (Formerly Stone EuroPlus Fund)

The fund managers use the screening services of Rathbone Greenbank Investments, one of the world’s leading authorities on ESG investing based in Bristol, UK. Rathbone Greenbank continues to build on over 20 years’ experience managing investments in a way that plays an active part in creating a more sustainable world.



Fund Details


Fund Type

Global Equity

Fund Mandate

ESG Mandate

Manager

Stone Asset Management Limited

Portfolio Manager

Sub-Advisor: Rathbone Unit Trust Management Limited

Fund Net Assets

$20.9 million

Distribution

For Series A, B, F and L: Annual income and net capital gains in December. Distributions will be automatically reinvested unless you elect to receive them in cash. For Series T8A: Target annual rate of 8% of the security’s net asset value on the last day of the previous calendar year. Income or return of capital or both quarterly and, in December, net capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash.

Inception Date

May 31, 2008

Minimal Initial Investment

$1,000 (A, L & F) – $5,000 (T8A)

Why Invest


  • Providing "total return" by investing in a portfolio of global stocks who have strong policies and practices regarding environmental, social and governance issues ("ESG").
  • Seek to invest in companies whose activities or ways of operating support the achievement of the UN Sustainable Development Goals.
  • The manager believes the focus on ESG will continue to gain momentum as governments and investors alike place greater emphasis on these factors.

Portfolio Managers


David Harrison
David Harrison
Portfolio Manager
Manager Start Date: January 2020
Experience: 16 years
Elizabeth Davis
Elizabeth Davis
Fund Manager
Manager Start Date: January 2020
Experience: 5 years of Investment Management