uss growth fund factsheet


Fund were rated against 1197, 1070, and 789 Large Growth funds over the 3-, 5- and 10-year periods, respectively. Diversified Growth Fund As at 30 September 2020 Five Year Member Returns 01/01/2015 31/12/2015 01/01/2016 31/12/2016 01/01/2017 31/12/2017 01/01/2018 31/12/2018 01/01/2019 31/12/2019 NOW: Pensions Diversified Growth All other data as at 10 M&G Episode Growth Fund Sterling Class A – Accumulation shares Fund Factsheet as at 31 January 2021 Fund description The fund aims to deliver combined income and capital growth, net of the Ongoing Charge Figure, that is Barings assets as of September 30, 2020. factsheet is updated on a quarterly basis. The fund invests via the Halifax UK Growth OEIC Fund. The information in this area of the website is intended for qualified professional investors and consultants based in South Korea. With respect to With respect to these funds, Class A and C shares of the Fund received Morningstar Ratings of 3, 3, and 4; 3, 3, and 3 stars for the 3-, 5- and 10-year View our Factsheet for the latest LF Blue Whale Growth Fund performance data, including the Top 10 holdings, prices and Fund charges. Fund Aim The aim of the Balanced Growth OEIC Fund that this Life fund invests into is: To provide long-term capital growth mainly through investment in collective investment schemes. The advisor identifies a concentrated portfolio of competitively advantaged businesses with 09 -15 Our funds & solutionsSTANLIB’s fund range focuses on the needs of our investors, providing sufficient choice without complexity. The Fund invests primarily in common stocks of growth-oriented companies. All other data as at: 09-Dec-2020. Rathbone Multi-asset Strategic Growth, Fund Factsheet (R class) 31 January 2021 Download file (627.12kb ) Tailor the information you receive on our funds, news and research. BLACKROCK GLOBAL FUNDS BGF Asian Growth Leaders Fund Class D2 USD NOVEMBER 2020 FACTSHEET Performance, Portfolio Breakdowns and Net Asset information as at: 30-Nov-2020. Important documents: Please ensure that you have read the Key information document , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. GROWTH OF 10,000 USD SINCE INCEPTION Fund Benchmark The Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund Factsheet JPMORGAN FUNDS - US SMALL CAP GROWTH A (DIST) USD To provide long-term capital growth by investing primarily in a growth style biased portfolio of … factsheet is updated on a quarterly basis. By clicking on South Korea, you have confirmed that you are based in South Korea and that you meet the following requirements. PolenGrowth Fund Mutual Fund – December 31, 2020 Our Growth Fund objective seeks to achieve long-term growth of capital. Fund Aims Objective: The fund aims to maximise growth over the medium to long term by investing in shares, property, fixed interest and other investments. BLACKROCK GLOBAL FUNDS BGF Asian Growth Leaders Fund Class D2 USD DECEMBER 2020 FACTSHEET Performance, Portfolio Breakdowns and Net Assets information as at: 31-Dec-2020. For investment professionals only 19-885033 2 Barings German Growth Fund 1. The latest fund information for UBS Tactical Beta Fund - Growth, including fund prices, fund performance, ratings, analysis, ratios & manager information. Fund Factsheet SCHRODER ASIAN GROWTH A DIS SGD The fund seeks long term capital growth by investing primarily in securities of companies quoted on stock markets in Asia, including Australia and New Zealand, but excluding Japan. The team invests with a 3-5 year view, and allocating to this fund will require a similar level of patience. Distribution payments of Whether you are growing or preserving your capital, or drawing an income from your investment, STANLIB has a fund for you. The fund seeks to provide long-term capital growth by investing primarily in a growth style biased portfolio of small capitalisation US companies. EQUITY PLATFORM1 Barings The information in this area of the website is intended for professional investors and consultants in the Republic of Ireland only. Just click below to see detailed information on each of the funds available. BLACKROCK GLOBAL FUNDS BlackRock US Growth Fund A2 USD JANUARY 2021 FACTSHEET Performance, Top Holdings, Portfolio Breakdowns and Characteristics, and Net Assets as at 31-Jan-2021. OUR core funds Our fund range focuses on the needs of our investors, providing sufficient choice […] PolenCapital Focus U.S. Growth Fund UCITS - January 2021 Our Focus U.S. Growth strategy seeks to achieve long - term growth by building a concentrated portfolio of outstanding businesses with competitive advantages and the All other data as at 17-Jan-2021. The UK Growth OEIC Fund aim is: To achieve long term capital growth by investing predominantly in a portfolio of companies which 3. Investment Fund Fact Sheets URS offers a variety of investment options for your 401(k), 457(b), and IRAs. Energy, Materials, Financials), this fund will Past performance of the fund manager(s) and the fund is not indicative of future performance. Delaware Smid Cap Growth Fund seeks long-term capital appreciation. WCM believes that attractive returns can only be achieved by structuring portfolios distinct from the market indices. Fund Benchmark The Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund Aims The fund aims to maximise growth over the medium to long term while helping to smooth the peaks and troughs of investment performance. Created Date 1/13/2021 21:30:01 The Fund also tends to favor growth stocks, which tend to trade based on future earnings expectations, and may be more volatile than slower-growing value stocks, especially when market expectations are not met. 2. Risk statistics based on gross performance. In periods of strong economic growth where cyclical businesses outperform (i.e. As such, effective from the 07 February 2020 the fund names for the Verbatim range of Multi-Asset and Multi-Index portfolios will be updated to reflect the new name of our ACD. Fund expenses, including 1 Year Large Cap Growth Fund, Class R6 12.8 U.S. Equity Fund, Class R6 14.8 Realty Income Fund, Class R6 0.4 Emerging Markets Debt Fund, Class R6 0.4 Small Cap Equity Fund, Class R6 0.5 Income Fund… United Global Quality Growth Fund Dis USD Performance Chart over the last 3 years (in SGD) Click and drag in the plot area to zoom in Created with Highcharts 4.1.9 Jan '18 May '18 Sep '18 Jan '19 May '19 Sep '19 Jan '20 May '20 Sep '20 Jan '21 90 100 110 120 130 140 150 fundsupermart.com As a result, we concentrate and distill our best ideas into our Focused Growth International Fund. Fund expenses, including management fees and other expenses were deducted. DHL Global Property fund View fund factsheet DHL Diversified Growth fund View fund factsheet DHL Corporate Bond fund View fund factsheet DHL Diversified Cautious fund View fund factsheet DHL Fixed-Interest Bonds fund My Account 03453 073 439 Email February Update Factsheet Invest Now ISA What we do By clicking on Ireland, you have confirmed that you are based in the Republic of Ireland and that you meet the following requirements. The fund currently invests in US and international equities, property The fund currently invests in UK and international equities, property, fixed Franklin Growth Opportunities Fund Fact Sheet Author muddin1 Subject A single-page data sheet describing the Franklin Growth Opportunities Fund's objective, portfolio holdings and performance. As of December 31, 2020. Prices of units in the Fund and the income from them, if any, may fall as well as rise and cannot be guaranteed. DMS Verbatim Portfolio Growth Funds