AMP Capital Global Companies Fund B GBP Acc

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Performance History30/06/2021
Growth of 1,000 (GBP) Advanced Graph
AMP Capital Global Companies Fund B GBP Acc
Fund--28.635.69.5
+/-Cat--4.411.90.8
+/-B’mrk--1.06.10.4
 
Key Stats
NAV
29/07/2021
 GBP 1.68
Day Change -0.06%
Morningstar Category™ Global Large-Cap Growth Equity
IA (formerly IMA) Sector Global
ISIN LU1851222395
Fund Size (Mil)
28/02/2021
 GBP 153.72
Share Class Size (Mil)
29/07/2021
 GBP 512.50
Max Initial Charge 5.00%
Ongoing Charge
19/02/2021
  0.40%
Investment Objective: AMP Capital Global Companies Fund B GBP Acc
The Fund seeks to deliver annualised double digit returns, with lower risk of capital loss than broader global equity markets, over the long term (typically 5-7 years) by investing in what we consider to be 25 to 35 global exceptional companies with strong wealth creation credentials. The Investment Manager employs a highly active bottom-up fundamental process in constructing the benchmark agnostic portfolio.
Returns
Trailing Returns (GBP)29/07/2021
YTD12.71
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Neil Mitchell
30/03/2017
Andy Gardner
30/03/2017
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Inception Date
01/10/2018
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI ACWI NR USDMSCI ACWI Growth NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthNot Specific
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  AMP Capital Global Companies Fund B GBP Acc30/06/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.930.0098.93
Bond0.000.000.00
Property0.000.000.00
Cash1.070.001.07
Other0.000.000.00
Top 5 Regions%
United States69.90
Eurozone11.07
Asia - Emerging9.92
Japan5.78
Europe - ex Euro3.32
Top 5 Sectors%
Technology33.82
Healthcare27.53
Consumer Cyclical14.33
Financial Services11.23
Consumer Defensive6.20
Top 5 HoldingsSector%
Gartner IncTechnologyTechnology4.80
Intuitive Surgical IncHealthcareHealthcare4.47
Visa Inc Class AFinancial ServicesFinancial Services4.43
Edwards Lifesciences CorpHealthcareHealthcare4.31
Hermes International SAConsumer CyclicalConsumer Cyclical4.23
AMP Capital Global Companies Fund B GBP Acc

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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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