Findlay Park American USD

Register to Unlock Ratings
Performance History30/04/2021
Growth of 1,000 (GBP) Advanced Graph
Findlay Park American USD
Fund12.47.022.012.39.0
+/-Cat3.710.4-0.5-3.9-2.7
+/-B’mrk1.76.4-4.0-4.9-1.5
 
Key Stats
NAV
05/05/2021
 USD 174.96
Day Change -0.19%
Morningstar Category™ US Flex-Cap Equity
ISIN IE0002458671
Fund Size (Mil)
30/04/2021
 USD 15788.53
Share Class Size (Mil)
-
 -
Max Initial Charge 5.00%
Ongoing Charge
15/02/2021
  1.00%
Investment Objective: Findlay Park American USD
The investment objective of the Fund is to achieve capital growth over the long term principally through investment in the securities of companies in the Americas. The Fund aims to achieve a return, over the long term, above the return of the Russell 1000 Net 30% Total Return Index. The Russell 1000 Net 30% Total Return Index has been chosen as the comparator benchmark because it includes a broad universe of US equities which is representative of the US equity market.
Returns
Trailing Returns (GBP)05/05/2021
YTD8.03
3 Years Annualised15.98
5 Years Annualised17.29
10 Years Annualised15.05
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Anthony Kingsley
19/08/2002
Chris Watts
08/09/2014
Click here to see others
Inception Date
09/03/1998
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 1000 NR USDRussell 3000 TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNo
OtherNot Specific
Portfolio Profile for  Findlay Park American USD28/02/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.540.0095.54
Bond0.000.000.00
Property0.000.000.00
Cash16.4011.944.46
Other0.000.000.00
Top 5 Regions%
United States94.17
Canada4.04
Europe - ex Euro1.79
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Technology27.21
Communication Services17.32
Healthcare13.76
Financial Services13.01
Industrials8.92
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology5.85
T-Mobile US IncCommunication ServicesCommunication Services5.72
Alphabet Inc Class CCommunication ServicesCommunication Services5.27
Intuit IncTechnologyTechnology4.96
Fiserv IncTechnologyTechnology4.95
Findlay Park American USD

Related

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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement