Brown Advisory US Equity Growth $ ARegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 27.2 | 18.9 | -26.0 | 24.9 | 8.0 |
![]() | +/-Cat | -4.0 | -3.0 | -4.5 | -1.8 | -4.3 |
![]() | +/-B’mrk | -4.7 | -8.4 | -2.7 | -7.1 | -9.6 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 13/08/2024 | USD 52.19 | |
Day Change | 1.38% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | IE00B0PVD642 | |
Fund Size (Mil) 13/08/2024 | USD 770.19 | |
Share Class Size (Mil) 13/08/2024 | USD 212.62 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2023 | 1.64% |
Investment Objective: Brown Advisory US Equity Growth $ A |
The objective of the Fund is to achieve capital appreciation by investing primarily in U.S. equities. The Fund aims to achieve its investment objective by investing in medium- and large-sized companies that have high, sustainable earnings prospects along with attractive valuations and which are listed or traded on the U.S. markets and exchanges listed in Appendix I of the Prospectus. The Fund may also invest in U.S. Rule 144A Securities, American and Global Depositary Receipts, U.S. treasury bills, fixed and/or floating rate U.S. government securities and ancillary liquid assets subject to the limits set out in the Prospectus. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Kenneth Stuzin 02/11/2009 | ||
Inception Date 29/06/2010 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth NR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Brown Advisory US Equity Growth $ A | 30/06/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 5.01 |
![]() | ![]() | 4.92 |
![]() | ![]() | 4.85 |
![]() | ![]() | 4.72 |
![]() | ![]() | 4.24 |
![]() | ||
![]() ![]() ![]() | ||
Brown Advisory US Equity Growth $ A |