Sustainable Growth Advisers
Sustainable Growth Advisers International Growth Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Sustainable Growth Advisers for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD
- YTD−3.7%index +13.7%
- 1Y−4.8%index +27.7%
- 3Y · /yr−0.7%index +18.8%
- 5Y · /yr+1.1%index +8.8%
- 10Y · /yr+6.9%index +9.9%
- Inception · /yr+5.8%index +7.6%
Index: MSCI ACWI ex USA (Net TR)
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Sustainable Growth Advisers International Growth Strategy | −3.7% | −4.8% | −0.7% | +1.1% | +6.9% | +5.8% |
| MSCI ACWI ex USA (Net TR) | +13.7% | +27.7% | +18.8% | +8.8% | +9.9% | +7.6% |
Calendar years
- 2025+9.7%index +32.4%
- 2024−5.5%index +5.5%
- 2023+17.8%index +15.6%
- 2022−18.4%index −16.0%
- 2021+8.6%index +7.8%
- 2020+24.5%index +10.7%
- 2019+29.9%index +21.5%
- 2018−13.2%index −14.2%
- 2017+36.7%index +27.2%
- 2016−0.2%index +4.5%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We added to the position on weakness, maintaining a below-average weight.
Wal-Mart de Mexico, leading food and general merchandise retailer in Mexico and Central America, was liquidated during the quarter.
We added to the position on weakness, maintaining an above-average weight.
Positions in Arm Holdings, Fast Retailing, and L’Oreal were trimmed on strength, while Haleon and Universal Music Group were trimmed due to slower growth outlooks.
Positions in Arm Holdings, Fast Retailing, and L’Oreal were trimmed on strength, while Haleon and Universal Music Group were trimmed due to slower growth outlooks.
New positions in Schneider Electric and Disco were initiated during the quarter; the position in Wal-Mart de Mexico was exited on forced attrition.
New positions in Schneider Electric and Disco were initiated during the quarter; the position in Wal-Mart de Mexico was exited on forced attrition.