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.



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Unilever NV 5.1%
2 Reckitt Benckiser 4.9%
3 Roche Holding AG Genusscheine 4.8%
4 Anheuser-Busch InBev NV 4.7%
5 Reed Elsevier PLC 4.5%
6 Christian Hansen Holding AS 4.4%
7 GlaxoSmithKline plc 4.3%
8 Novartis AG, Registered 4.2%
9 Sampo Group 3.9%
10 Bunzl PLC 3.7%
TOTAL 44.5%

Fund Management Expense Ratio

As of December 31, 2019
A 2.95
B 3.52
F 1.88
L 3.49
T8A 2.94