Brown Advisory US Sustainable Growth Fund USD Class SI Dis SharesRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 31.0 | -22.8 | 30.8 | 11.9 |
![]() | +/-Cat | - | 9.1 | -1.2 | 4.1 | -0.4 |
![]() | +/-B’mrk | - | 3.6 | 0.5 | -1.3 | -5.7 |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 13/08/2024 | USD 17.00 | |
Day Change | 1.69% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
ISIN | IE00BG0R3363 | |
Fund Size (Mil) 13/08/2024 | USD 5159.07 | |
Share Class Size (Mil) 13/08/2024 | USD 111.05 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2023 | 0.73% |
Morningstar Research |
Analyst Report | 30/10/2023 Tony Thomas, Associate Director Morningstar, Inc |
Brown Advisory Sustainable Growth’s success makes a compelling case that sustainability is good for businesses—and their stocks. The U.S. mutual fund and Irish UCITS earn Morningstar Analyst Ratings of Silver or Bronze, depending on fees. While... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Brown Advisory US Sustainable Growth Fund USD Class SI Dis Shares |
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 | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
David Powell 03/04/2017 | ||
Karina Funk 03/04/2017 | ||
Inception Date 18/06/2020 |
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 Sustainable Growth Fund USD Class SI Dis Shares | 31/07/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 8.03 |
![]() | ![]() | 6.96 |
![]() | ![]() | 6.45 |
![]() | ![]() | 4.75 |
![]() | ![]() | 4.30 |
![]() | ||
![]() ![]() ![]() | ||
Brown Advisory US Sustainable Growth Fund USD Class SI Dis Shares |