GAM Funds - GAM Disruptive Growth A IncomeRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 9.9 | 9.1 | -35.0 | 36.9 | 5.0 |
![]() | +/-Cat | -13.8 | -5.5 | -16.9 | 20.9 | -3.9 |
![]() | +/-B’mrk | - | -9.0 | -16.0 | 14.6 | -8.7 |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 14/08/2024 | GBX 2129.21 | |
Day Change | 1.70% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B41V8X85 | |
Fund Size (Mil) 13/08/2024 | GBP 75.71 | |
Share Class Size (Mil) 13/08/2024 | GBP 20.58 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.78% |
Investment Objective: GAM Funds - GAM Disruptive Growth A Income |
The objective of the Fund is to provide long-term (over a period of five to seven years) capital appreciation. The Fund invests at least two thirds of its assets in shares and equity related securities (such as warrants and rights issues) of companies listed on or dealt in Eligible Markets worldwide, in each case which the Investment Adviser considers have the ability to disrupt existing products or services through deploying technology and therefore demonstrate the opportunity for long-term growth. Such investments may be made directly or indirectly through collective investment schemes and derivatives. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Paul Markham 04/04/2024 | ||
Inception Date 08/02/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World Growth NR USD | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for GAM Funds - GAM Disruptive Growth A Income | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 9.47 |
![]() | ![]() | 9.04 |
![]() | ![]() | 7.10 |
![]() | ![]() | 6.72 |
![]() | ![]() | 6.55 |
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GAM Funds - GAM Disruptive Growth A Income |