Brown Advisory US Sustainable Growth Fund USD Class B Dis SharesRekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 31.03.2024 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | 29,8 | 39,5 | -27,0 | 33,7 | 13,3 | |
+/- Luokka | 5,7 | 9,5 | -1,3 | 4,0 | 0,1 | |
+/- Ind. | 4,9 | 3,7 | 0,4 | -1,4 | -0,8 | |
Luokka: Yhdysvallat kasvuyhtiöt osakkeet | ||||||
Luokan vertailuindeksi: Morningstar US LM Brd Growt... |
Yleiskatsaus | ||
Osuuden arvo 25.04.2024 | USD 26,60 | |
1 pv muutos | -0,49% | |
Morningstar rahastoluokka™ | Yhdysvallat kasvuyhtiöt osakkeet | |
ISIN | IE00BF1T6T10 | |
Rahaston koko (Mil) 25.04.2024 | USD 5061,02 | |
Rahastosarjan koko (Mil) 25.04.2024 | USD 100,52 | |
Merkintä (Max) | - | |
Juoksevat kulut 15.02.2023 | 0,88% |
Morningstarin analyysi |
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... | |
Paina tästä lukeaksesi analyysin |
Morningstarin pilarit | |
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Tiimi | 24 |
Taustayhtiö | 24 |
Prosessi | 24 |
Tuotto | |
Hinta |
Sijoituspolitiikka: Brown Advisory US Sustainable Growth Fund USD Class B 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. |
Tuotto | ||||||||||||||||
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Hallinnointi | ||
Salkunhoitaja Salkunhoitajana alkaen | ||
David Powell 03.04.2017 | ||
Karina Funk 03.04.2017 | ||
Perustamispäivä 31.10.2017 |
Mainos |
Luokan vertailuindeksi | |
Rahaston vertailuindeksi | Morningstar-vertailuindeksi |
Russell 1000 Growth NR USD | Morningstar US LM Brd Growth NR USD |
Kohdemarkkina | ||||||||||||||||||||
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Rahastosalkun sisältö Brown Advisory US Sustainable Growth Fund USD Class B Dis Shares | 31.03.2024 |
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5 suurinta sijoitusta | Sektori | % |
NVIDIA Corp | Teknologia | 8,49 |
Microsoft Corp | Teknologia | 6,45 |
Amazon.com Inc | Syklinen kulutus | 5,62 |
Intuit Inc | Teknologia | 4,52 |
Visa Inc Class A | Rahoituspalvelut | 4,33 |
Nousu Lasku Uusi salkussa | ||
Brown Advisory US Sustainable Growth Fund USD Class B Dis Shares |