Findlay Park American ICAV USD

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Performance History31/07/2022
Growth of 1,000 (GBP) Advanced Graph
Findlay Park American ICAV USD
Fund7.022.012.326.7-4.5
+/-Cat4.7-5.3-18.94.89.5
+/-B’mrk2.4-9.2-21.9-2.15.8
 
Key Stats
NAV
09/08/2022
 USD 170.44
Day Change -0.66%
Morningstar Category™ US Large-Cap Growth Equity
ISIN IE0002458671
Fund Size (Mil)
29/07/2022
 USD 12917.87
Share Class Size (Mil)
-
 -
Max Initial Charge -
Ongoing Charge
18/07/2022
  0.92%
Investment Objective: Findlay Park American ICAV 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)09/08/2022
YTD-4.39
3 Years Annualised9.94
5 Years Annualised13.13
10 Years Annualised15.46
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Anthony Kingsley
19/08/2002
Chris Watts
08/09/2014
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Inception Date
09/03/1998
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Russell 1000 NR USDRussell 1000 Growth 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 ICAV USD31/05/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock96.720.0096.72
Bond0.000.000.00
Property0.000.000.00
Cash14.0910.823.28
Other0.000.000.00
Top 5 Regions%
United States97.71
Canada2.29
Latin America0.00
United Kingdom0.00
Eurozone0.00
Top 5 Sectors%
Technology31.03
Industrials16.78
Financial Services13.06
Healthcare8.51
Communication Services8.35
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology7.00
Intuit IncTechnologyTechnology5.80
Adobe IncTechnologyTechnology4.87
Alphabet Inc Class CCommunication ServicesCommunication Services4.73
Amazon.com IncConsumer CyclicalConsumer Cyclical4.67
Findlay Park American ICAV USD

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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)