Brown Advisory US Sustainable Growth Fund EUR Class A Acc Shares HedgedRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 19.5 | -30.9 | 30.9 | 10.0 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 20/11/2024 | EUR 14.15 | |
Day Change | -0.52% | |
Morningstar Category™ | Other Equity | |
ISIN | IE00BG0R2Z11 | |
Fund Size (Mil) 20/11/2024 | USD 5030.94 | |
Share Class Size (Mil) 20/11/2024 | EUR 24.20 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 1.65% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
Brown Advisory US Sustainable Growth’s cohesive team and risk-aware approach earn the strategy’s cheaper share classes a Morningstar Analyst Rating of Silver, while pricier ones warrant Bronze.This experienced and complementary manager pair works... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 24 |
Performance | |
Price |
Investment Objective: Brown Advisory US Sustainable Growth Fund EUR Class A 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 01/09/2020 |
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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 EUR Class A Acc Shares Hedged | 31/10/2024 |
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Top 5 Holdings | Sector | % |
NVIDIA Corp | Technology | 8.55 |
Microsoft Corp | Technology | 6.78 |
Amazon.com Inc | Consumer Cyclical | 6.53 |
ServiceNow Inc | Technology | 4.49 |
Intuit Inc | Technology | 4.36 |
Increase Decrease New since last portfolio | ||
Brown Advisory US Sustainable Growth Fund EUR Class A Acc Shares Hedged |