Stone Global ESG Strategy Fund

Stone Global ESG Strategy Fund (Formerly Stone Global Strategy Fund)

The underlying funds in the portfolio are managed by Rathbone Unit Trust Management Limited. 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.



Fund Details


Fund Type

Global Equity Balanced

Fund Mandate

ESG Mandate

Manager

Stone Asset Management Limited

Portfolio Manager

Stone Asset Management Limited

Fund Net Assets

$5.9 million

Distribution

For Series A and F: Monthly income and, in December, net capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash. For Series T8A, T8B and T8C: Target annual rate of 8% of the security’s net asset value on the last day of the previous calendar year. Income or return of capital or both monthly and, in December, net capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash.

Inception Date

September 22, 2006

Minimal Initial Investment

$1000 (Series A and F)

Why Invest


  • Investing in a portfolio of global stocks and fixed income securities which meet environmental, social and governance issues ("ESG")
  • Seek to invest in companies whose activities or ways of operating are aligned with sustainable development and support the achievement of the UN Sustainable Development Goals.
  • The manager believes the focus on ESG will continue to gain momentum as governments and investors alike place greater emphasis on these factors.

Portfolio Managers


David Harrison
David Harrison
Portfolio Manager
Manager Start Date: January 2020
Experience: 16 years