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

Qualification

ISIN: IE00BF1T7322

Categoria Morningstar: US Large-Cap Growth Equity

Empresa: Brown Advisory

The objective of the Fund is to achieve capital appreciation by investing primarily in US 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.

Rentabilidade anual 1 ano 3 anos 5 anos Início 2021 2020 2019 2018 2017
Rentabilidade anual: Fundo 1 ano: 32,66 3 anos: 24,93 5 anos: - Início: 21,62 2021: 6,36 2020: 30,15 2019: 38,21 2018: 10,17 2017: -
Rentabilidade anual: Categoria 1 ano: 39,61 3 anos: 21,75 5 anos: 19,43 Início: - 2021: 9,02 2020: 24,15 2019: 34,77 2018: 1,22 2017: 11,48
Rentabilidade anual: Percentil 1 ano: 61,00 3 anos: 18,00 5 anos: - Início:- 2021: 72,00 2020: 26,00 2019: 24,00 2018: 4,00 2017: -
Risco Volatilidade Rácio de Sharpe Correlação Beta Alfa Tracking error Rácio de informação
Risco: 3 anos 1 Volatilidade: 16,24 3 Rácio de Sharpe: 1,37 5 Correlação: 96,43 Beta: 0,85 Alfa: 4,19 Tracking error: 5,45 Rácio de informação: 0,26
Fonte: Morningstar. Dados em euros. Categoria: US Large-Cap Growth Equity. Data: 2021-05-04
Fonte: Morningstar. Dados em euros. Categoria: US Large-Cap Growth Equity. Data: 2021-05-04