Nutshell Growth Fund GBP Institutional Class Shares

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Performance History31/07/2022
Growth of 1,000 (GBP) Advanced Graph
Nutshell Growth Fund GBP Institutional Class Shares
Fund---25.2-12.1
+/-Cat---10.61.3
+/-B’mrk---7.0-0.5
 
Key Stats
NAV
09/08/2022
 GBP 108.01
Day Change -0.89%
Morningstar Category™ Global Large-Cap Growth Equity
IA (formerly IMA) Sector -
ISIN IE00BLP46Q11
Fund Size (Mil)
09/08/2022
 GBP 33.75
Share Class Size (Mil)
09/08/2022
 GBP 3.46
Max Initial Charge -
Ongoing Charge
18/02/2021
  1.67%
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
Trailing Returns (GBP)09/08/2022
YTD-12.17
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
-
-
Inception Date
18/05/2020
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Not BenchmarkedMSCI ACWI 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  Nutshell Growth Fund GBP Institutional Class Shares31/05/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock105.9810.0995.89
Bond2.180.271.91
Property0.000.000.00
Cash15.8313.632.20
Other0.000.000.00
Top 5 Regions%
United States70.68
Eurozone11.34
United Kingdom6.17
Europe - ex Euro5.65
Asia - Developed3.26
Top 5 Sectors%
Technology30.80
Consumer Cyclical17.82
Communication Services16.43
Financial Services12.67
Healthcare11.36
Top 5 HoldingsSector%
Alphabet Inc Class ACommunication ServicesCommunication Services7.98
Adobe IncTechnologyTechnology7.22
Microsoft CorpTechnologyTechnology6.64
Meta Platforms Inc Class ACommunication ServicesCommunication Services6.33
Visa Inc Class AFinancial ServicesFinancial Services5.72
Nutshell Growth Fund GBP Institutional Class 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)