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Mutual Funds

Stone EuroPlus Fund

Suitable for investors seeking total return tax efficient dividend income via European exposure, combining growth potential over the mid to long-term, dividend income, and lower risk than the MSCI Europe Index.



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Sampo Group 4.9%
2 Roche Holding AG Genusscheine 4.7%
3 Novartis AG, Registered 4.7%
4 Close Brothers Group PLC 4.4%
5 Reckitt Benckiser 4.3%
6 CTS Eventim AG 4.3%
7 Davide Campari-Milano SPA 4.3%
8 Unilever NV 4.3%
9 Big Yellow Group plc 4.2%
10 Anheuser-Busch InBev NV 4.2%
TOTAL 44.3%

Fund Management Expense Ratio

As of December 31, 2017
A 2.93
B 3.55
F 1.56
L 3.53
T8A 3.02
Stone Co