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

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Performance History30/04/2024
Growth of 1,000 (GBP) Advanced Graph
Brown Advisory US Sustainable Growth Fund US Dollar Class C Acc Shares
Fund37.531.1-22.730.96.7
+/-Cat6.39.2-1.24.2-0.8
+/-B’mrk5.63.80.6-1.1-2.1
 
Key Stats
NAV
23/05/2024
 USD 32.98
Day Change -0.23%
Morningstar Category™ US Large-Cap Growth Equity
ISIN IE00BF1T7322
Fund Size (Mil)
23/05/2024
 USD 5334.11
Share Class Size (Mil)
23/05/2024
 USD 306.84
Max Initial Charge -
Ongoing Charge
15/02/2023
  0.63%
Morningstar Research
Analyst Report30/10/2023
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...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People24
Parent24
Process24
Performance
Price
Investment Objective: Brown Advisory US Sustainable Growth Fund US Dollar Class C 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
Trailing Returns (GBP)23/05/2024
YTD11.40
3 Years Annualised14.04
5 Years Annualised17.37
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
David Powell
03/04/2017
Karina Funk
03/04/2017
Inception Date
03/04/2017
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 1000 Growth NR USDMorningstar US LM Brd Growth NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Brown Advisory US Sustainable Growth Fund US Dollar Class C Acc Shares30/04/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.310.0097.31
Bond0.000.000.00
Property0.000.000.00
Cash2.690.002.69
Other0.000.000.00
Top 5 Regions%
United States100.00
Canada0.00
Latin America0.00
United Kingdom0.00
Eurozone0.00
Top 5 Sectors%
Technology46.78
Financial Services16.78
Healthcare15.47
Consumer Cyclical11.23
Communication Services4.14
Top 5 HoldingsSector%
NVIDIA CorpTechnologyTechnology8.04
Microsoft CorpTechnologyTechnology6.38
Amazon.com IncConsumer CyclicalConsumer Cyclical5.89
Intuit IncTechnologyTechnology4.58
Visa Inc Class AFinancial ServicesFinancial Services4.40
Brown Advisory US Sustainable Growth Fund US Dollar Class C Acc Shares

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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