Brown Advisory US Sust Gr GBP SI Inc Hdg (0P0001KAL4.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Brown Advisory US Sust Gr GBP SI Inc Hdg
Dublin 2
5 Earlsfort Terrac
Second Floo
Management information
,Lead manager since 3 April 2017
Karina is a partner and co-portfolio manager of the Brown Advisory Large-Cap Sustainable Growth strategy (LCSG) and chair of sustainable investing. Karina joined Brown Advisory in 2009 and has extensive investment experience spanning early-stage ventures to debt and public equities. Karina is a respected leader in the investment community having been profiled in many leading financial publications, including Barron’s inaugural list of 100 Most Influential Women in Finance. She and co-portfolio manager David Powell have developed a distinctive fundamental research methodology focused on finding companies at the intersection of positive fundamental and sustainable business drivers. Karina was previously an equity research analyst for Winslow Management Co, a principal at Charles River Ventures, and an investment manager at the Massachusetts Renewable Energy Trust.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyBrown Adv (Ireland) Limited
Net assetsN/A
YTD return10.85%
Yield0.00%
Morningstar ratingN/A1
Inception date3 Apr 2017
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover29.00%
Average for categoryN/A
Fees and expenses
Expense0P0001KAL4.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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