Vanguard US Opportunities Inv GBP Inc

Performance History28/02/2019
Growth of 1,000 (EUR)
Vanguard US Opportunities Inv GBP Inc
Fund18.215.915.3-0.515.1
+/-Cat11.34.210.93.91.2
+/-Idx6.2-0.28.9-0.12.3
 
Key Stats
NAV
21/03/2019
 GBP 834.68
Day Change 0.71%
Morningstar Category™ US Flex-Cap Equity
ISIN IE00B1GHC616
Fund Size (Mil)
21/03/2019
 USD 2804.86
Share Class Size (Mil)
21/03/2019
 GBP 71.50
Max Initial Charge -
Ongoing Charge
18/02/2019
  0.95%
Investment Objective: Vanguard US Opportunities Inv GBP Inc
This actively managed fund seeks to provide long-term capital growth by investing in U.S. stocks with above-average earnings growth potential that is not reflected in current market prices.
Returns
Trailing Returns (GBP)21/03/2019
YTD15.56
3 Years Annualised18.28
5 Years Annualised17.43
10 Years Annualised23.21
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Not Disclosed
08/04/2002
Inception Date
19/12/2006
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Benchmarks
Fund BenchmarkMorningstar Benchmark
Russell 3000 NR USDRussell 3000 TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Vanguard US Opportunities Inv GBP Inc31/12/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stocks99.940.0099.94
Bonds0.000.000.00
Cash0.000.000.00
Other0.060.000.06
Top 5 Regions%
United States92.10
Asia - Emerging2.70
Canada1.50
Europe - ex Euro1.39
United Kingdom1.28
Top 5 Sectors%
Healthcare31.02
Technology25.17
Industrials18.14
Consumer Cyclical11.17
Financial Services9.54
Top 5 HoldingsSector%
Abiomed IncHealthcareHealthcare4.65
Eli Lilly and CoHealthcareHealthcare3.77
Southwest Airlines CoIndustrialsIndustrials2.60
Seattle Genetics IncHealthcareHealthcare2.60
United Continental Holdings IncIndustrialsIndustrials2.39
Vanguard US Opportunities Inv GBP Inc