By sector
Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 5 Oct 2026.
Largest sector: Information Technology. 7 sectors reported.
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First Sentier Group ISIN GB0033874214
First Sentier Group Stewart Investors Asia Pacific Leaders Fund
First Sentier Group Stewart Investors Asia Pacific Leaders Fund is an active equity fund from First Sentier Group, ISIN GB0033874214.
- Active
- Equity
- Asia Pacific Ex Japan
- Fund size (GBP) £3.6B
The Fund aims to achieve capital growth over the long term (at least five years). The Fund mainly invests in shares of large and mid-sized companies based in or where the majority of their activities take place in the Asia Pacific region excluding Japan and that are listed on exchanges worldwide. These companies generally have a total stock market value of at least US$1 billion. The Fund invests in shares of high quality companies which are positioned to contribute to, and benefit from, sustainable development. Investment decisions around high quality companies are based on three key points: (i) Quality of management. (ii) Quality of the company including its social usefulness, their environmental impacts and efficiency and responsible business practices. (iii) Quality of the company's finances and their financial performance. Sustainability is a key part of the approach. The Fund may invest up to 10% in other funds. The Fund will only use derivatives to reduce risk or to manage the Fund more efficiently in limited cases.
How the fund has returned, and where it ranks among peers. Returns to Sep 2026 end, GBP net total return.
+24.8%
Q3
1 year return
+36.7%
Q4
3 year return
+22.5%
Q4
5 year return
Daily NAV, percent change from the start of the range. Source: FE fundinfo.
- 1 month +0.8%
- 3 months +0.2%
- Volatility, 3 years 15.1%
- Ongoing charge (OCF)
- Fund size (GBP) £3.6B
What the fund holds
Where the money is: sectors, countries and largest holdings. As supplied by FE fundinfo, last updated 5 Oct 2026. Swipe or use the arrows for more panels.
By country
Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 5 Oct 2026.
Largest country: Taiwan. 13 countries reported.
See all countriesA free account shows the full list.
By asset class
Spot concentrations at a glance. Share of the fund's portfolio, as supplied by FE fundinfo, last updated 5 Oct 2026.
Largest asset class: Chinese Equities. 14 asset classes reported.
See all asset classesA free account shows the full list.
Largest holdings
The biggest positions, and how concentrated the fund is. As supplied by FE fundinfo, last updated 5 Oct 2026.
The 10 largest holdings are reported by FE.
See all holdingsA free account shows the full list.
Macro events and this fund
Recent events linked to this fund by its country and sector exposure, and how it moved after. A measured move, not a cause.
Performance, risk and facts
Judge return, risk and cost before a client conversation. Relative return uses the chart's time range. Facts as reported by the manager.
Against its benchmark
How the fund compares with its benchmark over the same period.
Risk
How bumpy the ride has been, plus the regulatory risk rating.
Volatility, 3 years15.1%
Scale 0 to 40%
Sharpe ratio, 3 years (FE)0.45
Scale −1 to 3
- Largest fall from a peak (maximum drawdown), 3 years
- −17.0%
- Alpha, 3 years (FE)
- −5.66
- Beta, 3 years (FE)
- 0.85
Volatility and maximum drawdown: calculated by Funds Benchmark, as at 30 Sep 2026.
Sharpe, alpha, beta: FE fundinfo, as at 5 Jul 2026.
Regulatory risk rating (SRRI)5 of 7
Fund facts
Legal and cost facts for a client note. As reported by the manager.
- ISIN
- GB0033874214
- Fund manager
- Gait, Reddy, Thompson, Tulloch, Jones, Ledingham, Nelson, McGoldrick, Lau, Mohanty, Pickard
- Management company
- First Sentier Investors (UK) Limited
- Depositary
- The Northern Trust Company, London Branch
- Benchmark
- MSCI AC Asia Pacific ex Japan Net Index
- Ongoing charge
- Share class launch date
- 1 Dec 2003
- Domicile
- GB
- Fund type
- open-ended fund
- SRRI
- 5 of 7
What a sum would have become
What an amount would have grown to over the period.
n/a
Past performance is not a reliable guide to future returns. Capital is at risk. Source: FE fundinfo. Returns are GBP net total return to month end unless stated. Headline returns to Sep 2026. Fund size is shown in GBP.
Managed by First Sentier Group
Other FE GL Equity Asia Pacific Ex Japan funds
Sector: FE GL Equity Asia Pacific Ex Japan
Largest country exposure
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