Candriam Sustainable Equity US V USD AccRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -11.8 | 16.0 | 16.3 | |
+/-Cat | - | - | -2.4 | -1.2 | -0.7 | |
+/-B’mrk | - | - | -2.1 | -3.1 | -3.2 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 20/11/2024 | USD 1350.79 | |
Day Change | 0.12% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | LU2227859365 | |
Fund Size (Mil) 19/11/2024 | USD 2298.86 | |
Share Class Size (Mil) 19/11/2024 | USD 149.12 | |
Max Initial Charge | - | |
Ongoing Charge 19/02/2024 | 0.55% |
Investment Objective: Candriam Sustainable Equity US V USD Acc |
The aim of the Sub-Fund is to enable shareholders to benefit from the growth potential of the United States of America equity markets with an investment in equities based on fundamental and technical characteristics, as well as proprietary analysis of ESG criteria, financial company fundamentals and risk metrics and to outperform the benchmark. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Bart Goosens 12/07/2021 | ||
Erwin De Winter 08/06/2021 | ||
Click here to see others | ||
Inception Date 08/06/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P 500 NR USD | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Candriam Sustainable Equity US V USD Acc | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Apple Inc | Technology | 8.34 |
Microsoft Corp | Technology | 8.13 |
NVIDIA Corp | Technology | 7.59 |
Alphabet Inc Class A | Communication Services | 2.72 |
Alphabet Inc Class C | Communication Services | 2.47 |
Increase Decrease New since last portfolio | ||
Candriam Sustainable Equity US V USD Acc |