Brown Advisory US Sustainable Growth Fund USD Class SI Acc SharesS'inscrire pour voir les notations |
Performance du fonds | 30/09/2024 |
Base 1000 (EUR) | Graphique Avancé |
Fonds | - | 39,6 | -26,9 | 33,9 | 15,6 | |
+/-Cat | - | 9,7 | -1,2 | 4,2 | -1,6 | |
+/-Ind | - | 3,9 | 0,4 | -1,2 | -7,6 | |
Catégorie: Actions Etats-Unis Gdes Cap. Croissance | ||||||
Benchmark: Morningstar US LM Brd Growt... |
Vue d’Ensemble | ||
VL 10/10/2024 | USD 19,04 | |
Évolution jour | 0,12% | |
Catégorie Morningstar | Actions Etats-Unis Gdes Cap. Croissance | |
ISIN | IE00BG0R3256 | |
Actif du fonds (Mil) 10/10/2024 | USD 5154,01 | |
Actif de la part (Mil) 10/10/2024 | USD 696,72 | |
Frais de souscription max | - | |
Frais courants 15/02/2023 | 0,73% | |
PEA | non | |
PEAPME | non |
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... | |
Cliquez ici pour lire le rapport d'analyse |
Piliers Morningstar | |
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Equipe de gestion | 24 |
Société de Gestion | 24 |
Process | 24 |
Performance | |
Frais |
Objectif d’Investissement: Brown Advisory US Sustainable Growth Fund USD Class SI 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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Gestion | ||
Nom du gérant Date de début | ||
David Powell 03/04/2017 | ||
Karina Funk 03/04/2017 | ||
Date de création 13/02/2020 |
Publicité |
Benchmark | |
Benchmark du fonds | Benchmark de la catégorie Morningstar |
Russell 1000 Growth NR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Que détient ce fonds ? Brown Advisory US Sustainable Growth Fund USD Class SI Acc Shares | 31/08/2024 |
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5 premières lignes | Secteur | % |
NVIDIA Corp | Technologie | 7,97 |
Microsoft Corp | Technologie | 6,96 |
Amazon.com Inc | Consommation Cyclique | 6,10 |
Intuit Inc | Technologie | 4,50 |
ServiceNow Inc | Technologie | 4,40 |
Hausse Baisse Nouveau dans le portefeuille | ||
Brown Advisory US Sustainable Growth Fund USD Class SI Acc Shares | ||
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Les performances sont calculées en Euro |