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.



Purchase Options

Series Current NAVPS Prior NAVPS NAVPS Change Net Asset Value Last Updated
A $ 15.6283 $ 15.6335 -0.03% $ 3,453,571.14 13-08-2020
F $ 19.8403 $ 19.8467 -0.03% $ 2,329,135.29 13-08-2020
* Closed to new purchases.

Fund Performance (%)

Series 1 Month 3 Month 6 Month Year To Date 1 Year 3 Year 5 Year 10 Year Since Inception
F 3.0 7.2 3.1 5.7 9.2 5.3 4.0 8.1 4.6
Last Update: 7-31-20

CALENDAR RETURNS

Series 20192018201720162015201420132012201120102009
F 10.7 (3.1) 3.8 7.7 6.7 7.7 22.3 7.6 6.5 13.9 26.5