Findlay Park American USD

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Performance History31/08/2021
Growth of 1,000 (GBP) Advanced Graph
Findlay Park American USD
Fund12.47.022.012.319.1
+/-Cat-3.64.7-5.3-18.90.9
+/-B’mrk-6.62.4-9.2-21.9-1.1
 
Key Stats
NAV
16/09/2021
 USD 189.95
Day Change 0.42%
Morningstar Category™ US Large-Cap Growth Equity
ISIN IE0002458671
Fund Size (Mil)
31/08/2021
 USD 16276.20
Share Class Size (Mil)
-
 -
Max Initial Charge -
Ongoing Charge
01/07/2021
  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)16/09/2021
YTD18.48
3 Years Annualised15.25
5 Years Annualised16.24
10 Years Annualised16.80
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
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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 USD30/06/2021
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock94.300.0094.30
Bond0.000.000.00
Property0.000.000.00
Cash18.2412.545.70
Other0.000.000.00
Top 5 Regions%
United States94.60
Canada3.66
Europe - ex Euro1.74
Latin America0.00
United Kingdom0.00
Top 5 Sectors%
Technology30.39
Communication Services14.94
Financial Services12.50
Healthcare12.35
Industrials10.68
Top 5 HoldingsSector%
Microsoft CorpTechnologyTechnology6.38
Autodesk IncTechnologyTechnology5.25
Intuit IncTechnologyTechnology5.13
Alphabet Inc Class CCommunication ServicesCommunication Services4.98
T-Mobile US IncCommunication ServicesCommunication Services4.62
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)
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