Stone Global Sustainability Fund

Mutual Funds

Stone Global Sustainability 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.



Purchase Options

Series Current NAVPS Prior NAVPS NAVPS Change Net Asset Value Last Updated
A $ 15.9575 $ 15.9443 0.08% $ 12,612,280.26 26-02-2021
*B $ 14.7832 $ 14.7712 0.08% $ 154,547.75 26-02-2021
F $ 17.2912 $ 17.2764 0.09% $ 8,838,249.91 26-02-2021
T8A $ 5.2540 $ 5.2497 0.08% $ 71,686.18 26-02-2021
L $ 19.2797 $ 19.2640 0.08% $ 1,559,146.04 26-02-2021
* Closed to new purchases.

Fund Performance (%)

Series 1 Month 3 Month 6 Month Year To Date 1 Year 3 Year 5 Year 10 Year Since Inception Inception Date
F (1.3) 13.0 16.4 (1.3) 22.2 7.3 6.1 8.9 5.2 2008-05-31
Last Update: 1-31-21

CALENDAR RETURNS

Series 20202019201820172016201520142013201220112010
F 12.7 (8.7) 13.4 (9.5) 18.9 4.4 28.5 16.9 0.4 (5.6) 14.1