Nutshell Growth Fund GBP Institutional Class SharesRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 25.2 | -19.3 | 26.3 | 9.8 | |
+/-Cat | - | 10.6 | -1.2 | 10.3 | 0.5 | |
+/-B’mrk | - | 7.1 | -0.3 | 4.0 | -0.2 | |
Category: Global Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar Gbl Growth TME ... |
Key Stats | ||
NAV 18/04/2024 | GBP 134.20 | |
Day Change | -0.13% | |
Morningstar Category™ | Global Large-Cap Growth Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | IE00BLP46Q11 | |
Fund Size (Mil) 18/04/2024 | GBP 35.45 | |
Share Class Size (Mil) 18/04/2024 | GBP 9.80 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 1.70% |
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 | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Fortinet Inc | Technology | 8.34 |
AutoZone Inc | Consumer Cyclical | 7.28 |
Microsoft Corp | Technology | 5.61 |
Novo Nordisk A/S Class B | Healthcare | 4.89 |
Equasens | Healthcare | 4.77 |
Increase Decrease New since last portfolio | ||
Nutshell Growth Fund GBP Institutional Class Shares |