Findlay Park American USD

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Performance History30/06/2022
Growth of 1,000 (GBP) Advanced Graph
Findlay Park American USD
Fund7.022.012.326.7-15.1
+/-Cat4.7-5.3-18.94.80.6
+/-B’mrk2.4-9.2-21.9-2.14.7
 
Key Stats
NAV
05/07/2022
 USD 154.94
Day Change 2.53%
Morningstar Category™ US Large-Cap Growth Equity
ISIN IE0002458671
Fund Size (Mil)
30/06/2022
 USD 11606.81
Share Class Size (Mil)
-
 -
Max Initial Charge -
Ongoing Charge
11/02/2022
  0.91%
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)05/07/2022
YTD-11.83
3 Years Annualised7.93
5 Years Annualised11.42
10 Years Annualised14.66
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 USD30/04/2022
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock93.480.0093.48
Bond0.000.000.00
Property0.000.000.00
Cash17.5311.016.52
Other0.000.000.00
Top 5 Regions%
United States97.44
Canada2.56
Latin America0.00
United Kingdom0.00
Eurozone0.00
Top 5 Sectors%
Technology29.87
Industrials17.17
Financial Services14.10
Healthcare8.58
Communication Services8.30
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology7.13
Autodesk IncTechnologyTechnology5.05
Alphabet Inc Class CCommunication ServicesCommunication Services4.76
Intuit IncTechnologyTechnology4.72
Amazon.com IncConsumer CyclicalConsumer Cyclical4.27
Findlay Park American 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)