Brown Advisory US Sustainable Growth Fund GBP Class B Acc Shares HedgedRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 38.4 | 28.8 | -33.4 | 37.0 | 12.3 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 13/08/2024 | GBP 19.04 | |
Day Change | 2.04% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | IE00BF1T6W49 | |
Fund Size (Mil) 13/08/2024 | USD 5159.07 | |
Share Class Size (Mil) 13/08/2024 | GBP 25.24 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 0.90% |
Investment Objective: Brown Advisory US Sustainable Growth Fund GBP Class B Acc Shares Hedged |
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 at least 80% of its net assets in equity securities of U.S. companies that the Investment Manager considers have sound fundamentals and business models which are sustainable over the long-term. The Fund invests primarily in the securities of medium and large capitalisation companies that the Investment Manager considers (1) have prospects for above average earnings growth in the future, and (2) effectively implement sustainable business strategies that drive earnings growth. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
David Powell 03/04/2017 | ||
Karina Funk 03/04/2017 | ||
Inception Date 21/10/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Brown Advisory US Sustainable Growth Fund GBP Class B Acc Shares Hedged | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.03 |
![]() | ![]() | 6.96 |
![]() | ![]() | 6.45 |
![]() | ![]() | 4.75 |
![]() | ![]() | 4.30 |
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Brown Advisory US Sustainable Growth Fund GBP Class B Acc Shares Hedged |