Brown Advisory US Sustainable Growth Fund US Dollar Class C Acc Shares

Qualification
Ragione del Rating:
  • -Buona relazione rischio/rendimento

ISIN: IE00BF1T7322

Categoria Morningstar: US Large-Cap Growth Equity

Società: Brown Advisory

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.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2023 2022 2021 2020 2019
Rendimento annuo: Fondo 1 anno: 6,97 3 anni: 11,69 5 anni: 16,12 Inizio: 16,21 2023: 18,07 2022: -26,84 2021: 39,80 2020: 30,15 2019: 38,21
Rendimento annuo: Categoria 1 anno: 5,94 3 anni: 8,13 5 anni: 10,90 Inizio: - 2023: 15,92 2022: -25,73 2021: 29,97 2020: 24,15 2019: 34,77
Rendimento annuo: Percentile 1 anno: 43,00 3 anni: 29,00 5 anni: 8,00 Inizio:- 2023: 42,00 2022: 59,00 2021: 6,00 2020: 26,00 2019: 24,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: - 3 Sharpe Ratio: - 5 Correlazione: 95,44 Beta: 0,96 Alfa: -1,89 Tracking error: 6,52 Info Ratio: -0,42
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2023-05-31
Fonte: Morningstar. Dati in euros. Categoria: US Large-Cap Growth Equity. Data: 2023-05-31