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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 Reckitt Benckiser 5.2%
2 GlaxoSmithKline plc 5.1%
3 Anheuser-Busch InBev NV 5.0%
4 Novartis AG, Registered 4.8%
5 CTS Eventim AG 4.7%
6 ASML Holding 4.4%
7 Rubis 4.2%
8 Kinepolis Group NV 4.2%
9 Reed Elsevier PLC 4.1%
10 Unilever NV 4.1%
TOTAL 45.8%

Fund Management Expense Ratio

As of June 30, 2019
A 2.92
B 3.49
F 1.84
L 3.46
T8A 2.90
Stone Co