Form D · Other Investment Fund

Stewart Investors Worldwide Sustainability Fund (DST)

London, X0 · CIK 0001664468

Offering snapshot reported Oct 4, 2024 · SEC filing

Reported sold
$176M
Indefinite offering
Investors reported
28
Form D · investor count
Minimum accepted
$1M
Reported outside-investor minimum
First sale
May 6, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$87.8M$176MFeb 9, 2016Feb 23, 2018: $56,385,000.00Mar 25, 2019: $56,601,422.00Mar 25, 2020: $80,630,788.00Oct 20, 2020: $87,130,788.00Oct 14, 2021: $141,235,000.00Sep 28, 2022: $168,514,762.00Oct 6, 2023: $171,264,762.00Oct 4, 2024: $175,664,762.00Oct 4, 2024

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$171,264,762 → $175,664,762
  • Reported investors27 → 28

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 4, 2024Amendment$175,664,762$4,400,000vs Oct 6, 202328SEC filing
Oct 6, 2023Amendment$171,264,762$2,750,000vs Sep 28, 202227SEC filing
Sep 28, 2022Amendment$168,514,762$27,279,762vs Oct 14, 202123SEC filing
Oct 14, 2021Amendment$141,235,000$54,104,212vs Oct 20, 202020SEC filing
Oct 20, 2020Amendment$87,130,788$6,500,000vs Mar 25, 20208SEC filing
Mar 25, 2020Amendment$80,630,788$24,029,366vs Mar 25, 20197SEC filing
Mar 25, 2019Amendment$56,601,422$216,422vs Feb 23, 20186SEC filing
Feb 23, 2018Amendment$56,385,000No comparison5SEC filing
Feb 23, 2017AmendmentYet to sellNo comparison3SEC filing
Feb 9, 2016InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-257002

Source: Form D, filed Oct 4, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
James Braunton Breyley Director
Garry Nicholas Cotton Director
Gary Nicholas Cotton Director
Jane Philippa Louise Daniel Director
Adrian Patrick John Hilderly Director
Cyril Francis Johnson Director
Francis Cyril Johnson Director
Vicky Wai Choo Kubitscheck Director
Kanesh Vallabhdas Lakhani Director
Jacqueline Lowe Director
Christian Richard Spencer Turpin Director
Richard Carleton Wastcoat Director
Clare Wood Director
Terrence Duncan Yodaiken Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Finsbury Circus House 15 Finsbury Circus
London, X0, EC2M 7EB