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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 Bunzl PLC 5.0%
2 Sampo Group 4.7%
3 Novartis AG, Registered 4.5%
4 Reckitt Benckiser 4.5%
5 Reed Elsevier PLC 4.5%
6 Unilever NV 4.5%
7 Roche Holding AG Genusscheine 4.4%
8 Close Brothers Group PLC 4.2%
9 GlaxoSmithKline plc 4.2%
10 Davide Campari-Milano SPA 4.0%
TOTAL 44.5%

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