Nutshell Growth Fund GBP Institutional Class SharesRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 25.2 | -19.3 | 26.3 | 16.3 | |
+/-Cat | - | 10.6 | -1.2 | 10.3 | 7.0 | |
+/-B’mrk | - | 7.1 | -0.3 | 4.0 | 2.0 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 02/10/2024 | GBP 145.89 | |
Day Change | 0.42% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | IE00BLP46Q11 | |
Fund Size (Mil) 02/10/2024 | GBP 41.17 | |
Share Class Size (Mil) 02/10/2024 | GBP 12.63 | |
Max Initial Charge | - | |
Ongoing Charge 12/09/2024 | 0.95% |
Investment Objective: Nutshell Growth Fund GBP Institutional Class Shares |
The Sub-Fund’s investment objective is to achieve capital appreciation. The Sub-Fund seeks to achieve the investment objective primarily by gaining direct or indirect exposure (primarily on a long only basis but sometimes synthetically on a short basis) to equity and equity-related securities which are listed or traded on a Recognised Market in developed markets worldwide. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 18/05/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar Gbl Growth TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Nutshell Growth Fund GBP Institutional Class Shares | 31/08/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 8.61 |
AutoZone Inc | Consumer Cyclical | 8.13 |
Alpha Group International PLC | Financial Services | 7.29 |
Moncler SpA | Consumer Cyclical | 6.82 |
MSCI Inc | Financial Services | 6.61 |
Increase Decrease New since last portfolio | ||
Nutshell Growth Fund GBP Institutional Class Shares |