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resources to live well

Mutual Funds

Stone Global Sustainability Fund (Formerly 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 GlaxoSmithKline plc 4.8%
2 Roche Holding AG Genusscheine 4.5%
3 Big Yellow Group plc 4.4%
4 Legal & General Group PLC 4.3%
5 Novartis AG, Registered 4.2%
6 Reed Elsevier PLC 4.2%
7 Sampo Group 4.2%
8 Anheuser-Busch InBev NV 4.1%
9 Reckitt Benckiser 4.1%
10 Close Brothers Group PLC 4.0%
TOTAL 42.8%

Fund Management Expense Ratio

As of
Stone Co