First Trust US Equity Opportunities UCITS ETF Class A Accumulation (GBP) | FPXRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 47.5 | 3.4 | -35.5 | 22.0 | 5.2 | |
+/-Cat | 16.4 | -18.5 | -13.9 | -4.7 | -2.9 | |
+/-B’mrk | 15.6 | -23.9 | -12.2 | -10.0 | -3.6 | |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
Closing Price 01/05/2024 | GBX 2935.50 | |
Day Change | -2.20% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
Volume | 53 | |
Exchange | LONDON STOCK EXCHANGE, THE | |
ISIN | IE00BYTH6238 | |
Fund Size (Mil) 30/04/2024 | USD 6.46 | |
Share Class Size (Mil) 30/04/2024 | USD 6.46 | |
Ongoing Charge 17/11/2023 | 0.65% |
Investment Objective: First Trust US Equity Opportunities UCITS ETF Class A Accumulation (GBP) | FPX |
The Fund seeks to provide investors with investment results that correspond generally to the price and yield of an equity index called the IPOX-100 U.S. Index (the “Index”). |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Daniel Lindquist 14/08/2015 | ||
Jon Erickson 14/08/2015 | ||
Click here to see others | ||
Inception Date 14/08/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IPOX-100 U.S. NR USD | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for First Trust US Equity Opportunities UCITS ETF Class A Accumulation (GBP) | FPX | 29/04/2024 |
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Top 5 Holdings | Sector | % |
Samsara Inc Ordinary Shares - Cl... | Technology | 8.16 |
Airbnb Inc Ordinary Shares - Cla... | Consumer Cyclical | 7.14 |
Carrier Global Corp Ordinary Shares | Industrials | 5.97 |
Regeneron Pharmaceuticals Inc | Healthcare | 5.16 |
Uber Technologies Inc | Technology | 4.23 |
Increase Decrease New since last portfolio | ||
First Trust US Equity Opportunities UCITS ETF Class A Accumulation (GBP) | FPX |