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.



Growth of $10,000 Since Inception

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 HCA Holdings Inc. 6.5%
2 UnitedHealth Group Inc. 6.0%
3 Pfizer Inc. 5.9%
4 Toronto-Dominion Bank 5.8%
5 Home Depot Inc. 5.4%
6 Diageo PLC 5.4%
7 Cascades Inc., 5.500%, 7/15/22 5.4%
8 Royal Bank of Canada 5.4%
9 Canadian National Railway Co. 4.9%
10 Walt Disney Co. 4.7%
TOTAL 55.4%

Fund Management Expense Ratio

As of December 31, 2019
A 4.01%
F 2.65%