Brown Advisory US Sustainable Growth Fund EUR Class B Acc SharesRegistreer u om de ratings zichtbaar te maken |
Hoe heeft dit fonds gepresteerd? | 31/03/2024 |
Ontwikkeling van EUR 1000 (EUR) | Uitgebreide Grafiek |
Fonds | 29,8 | 39,4 | -27,0 | 33,8 | 13,4 | |
+/-Cat | 5,7 | 9,5 | -1,3 | 4,0 | 0,1 | |
+/-Idx | 5,0 | 3,7 | 0,3 | -1,4 | -0,8 | |
Categorie: Aandelen VS Large-Cap Groei | ||||||
Benchmark: Morningstar US LM Brd Growt... |
Kerngegevens | ||
Koers 25/04/2024 | EUR 25,68 | |
Rendement 1 Dag | -0,50% | |
Morningstar Categorie™ | Aandelen VS Large-Cap Groei | |
ISIN | IE00BF1T6Z79 | |
Grootte Fonds (Mil) 25/04/2024 | USD 5061,02 | |
Grootte Fondsklasse (Mil) 25/04/2024 | EUR 347,35 | |
Aankoopkosten (Max) | - | |
Lopende Kosten Factor 15/02/2023 | 0,88% | |
Gesloten voor nieuwe beleggers | nee |
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... | |
Klik hier voor het analistenrapport |
Pijlers Morningstar | |
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Team | 24 |
Fondshuis | 24 |
Proces | 24 |
Rendement | |
Kosten |
Beleggingsdoelstelling: Brown Advisory US Sustainable Growth Fund EUR Class B Acc 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 | |||||||||||||
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Management | ||
Naam manager Aanvangsdatum | ||
David Powell 03/04/2017 | ||
Karina Funk 03/04/2017 | ||
Oprichtingsdatum 25/05/2018 |
Advertentie |
Benchmark | |
Benchmark van het fonds | Benchmark Morningstar |
Russell 1000 Growth NR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Waar belegt het fonds in? Brown Advisory US Sustainable Growth Fund EUR Class B Acc Shares | 31/03/2024 |
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Top 5 posities | Sector | % |
NVIDIA Corp | Technologie | 8,49 |
Microsoft Corp | Technologie | 6,45 |
Amazon.com Inc | Cyclische Consumptiegoederen | 5,62 |
Intuit Inc | Technologie | 4,52 |
Visa Inc Class A | Financiële Dienstverlening | 4,33 |
Toename Afname Nieuw t.o.v. vorige portefeuille | ||
Brown Advisory US Sustainable Growth Fund EUR Class B Acc Shares |