AB - American Growth Portfolio I GBP AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 29.8 | 29.4 | -20.3 | 27.6 | 14.5 | |
+/-Cat | -1.4 | 7.4 | 1.2 | 0.9 | 2.8 | |
+/-B’mrk | -2.2 | 2.0 | 3.0 | -4.4 | 1.9 | |
Category: US Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar US LM Brd Growt... |
Key Stats | ||
NAV 24/04/2024 | GBP 28.22 | |
Day Change | -0.53% | |
Morningstar Category™ | US Large-Cap Growth Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | LU1877329133 | |
Fund Size (Mil) 25/04/2024 | USD 7019.89 | |
Share Class Size (Mil) 25/04/2024 | GBP 32.02 | |
Max Initial Charge | 1.50% | |
Ongoing Charge 29/02/2024 | 0.94% |
Morningstar Research |
Analyst Report | 28/02/2024 Eric Schultz, Analyst Morningstar, Inc |
A sensible approach earns AB American Growth Portfolio’s cheapest shares a Morningstar Analyst Rating of Bronze, while more expensive shares are rated Neutral. The greatest strength here is the process. The team looks for strong businesses with... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: AB - American Growth Portfolio I GBP Acc |
The Portfolio seeks to increase the value of investment over time through capital growth. Under normal market conditions, the Portfolio typically invests at least 80%, and not less than two thirds, of its assets in equity securities of companies that are organised, or have substantial business activities, in the US. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Vinay Thapar 01/04/2018 | ||
John Fogarty 01/01/2012 | ||
Inception Date 01/08/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Russell 1000 Growth TR EUR | Morningstar US LM Brd Growth NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AB - American Growth Portfolio I GBP Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 9.37 |
NVIDIA Corp | Technology | 7.46 |
Amazon.com Inc | Consumer Cyclical | 6.66 |
Meta Platforms Inc Class A | Communication Services | 5.45 |
Alphabet Inc Class C | Communication Services | 4.75 |
Increase Decrease New since last portfolio | ||
AB - American Growth Portfolio I GBP Acc |