Brown Advisory US Sustainable Growth Fund GBP Class SI Dis Shares
A Select 50 Fund - Fidelity insight
Category US Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£17.51
£-0.28 (-1.57%)
Fund Code
BRSSI
BG0R314
IE00BG0R3140
Prices updated as at 13 Mar 2025
|
Prices in GBP
Investment objective
The objective of the Fund is to achieve capital appreciation by investing primarily in U.S. equities. The Fund aims to achieve its investment objective by investing at least 80% of its net assets in equity securities of U.S. companies that the Investment Manager considers have sound fundamentals and business models which are sustainable over the long-term. The Fund invests primarily in the securities of medium and large capitalisation companies that the Investment Manager considers (1) have prospects for above average earnings growth in the future, and (2) effectively implement sustainable business strategies that drive earnings growth.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Brown Adv (Ireland) Limited
Fund launch date
03 Apr 2017
Domicile
Ireland
UCITS
Yes
Fund manager
David Powell
Manager start date
03 Apr 2017
Fund manager biography
David is a co-portfolio manager of the Large-Cap Sustainable Growth strategy. He joined Brown Advisory in 1999 as an equity research analyst with responsibility for identifying and recommending investment opportunities in the industrials and energy sectors. Prior to joining the firm, David held a position in investor relations at T. Rowe Price.
Fund manager
Karina Funk
Manager start date
03 Apr 2017
Fund manager biography
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.
Head office
Second Floo
5 Earlsfort Terrac
Ireland
Ireland
Got a question?
Get in touch
we're here to help:
-
Mon-Fri 8am to 6pm
