Stone Global Sustainability Fund

Mutual Funds

Stone Global Sustainability 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 (Series F)

Portfolio Composition (%)

Top 10 Holdings (%)

HOLDINGS
1 Microsoft Corp. 3.8%
2 Thermo Fisher Scientific Inc. 3.7%
3 Mastercard Inc. 3.7%
4 Linde plc 3.6%
5 Visa 3.6%
6 AIA Group 3.2%
7 Reed Elsevier PLC 3.1%
8 Cadence Design Systems Inc. 3.1%
9 Edwards Lifesciences 2.9%
10 Legal & General Group PLC 2.9%
TOTAL 33.6%

Fund Management Expense Ratio

As of December 31, 2021
A 2.85%
B 3.52%
F 1.81%
L 3.47%
T8A 3.02%