Vanguard US Opportunities Inv GBP Inc

Performance History31/12/2018
Growth of 1,000 (EUR)
Vanguard US Opportunities Inv GBP Inc
Fund31.918.215.915.3-0.5
+/-Cat10.211.34.210.93.9
+/-Idx3.76.2-0.28.9-0.1
 
Key Stats
NAV
23/01/2019
 GBP 772.25
Day Change -0.35%
Morningstar Category™ US Flex-Cap Equity
ISIN IE00B1GHC616
Fund Size (Mil)
23/01/2019
 USD 2646.59
Share Class Size (Mil)
23/01/2019
 GBP 67.30
Max Initial Charge -
Ongoing Charge
24/12/2018
  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)23/01/2019
YTD6.66
3 Years Annualised15.60
5 Years Annualised16.12
10 Years Annualised20.91
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
HedgingNo
OtherNot Specific
Portfolio Profile for  Vanguard US Opportunities Inv GBP Inc30/09/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stocks99.960.0099.96
Bonds0.000.000.00
Cash0.000.000.00
Other0.040.000.04
Top 5 Regions%
United States92.10
Asia - Emerging3.02
Canada2.07
Europe - ex Euro1.05
United Kingdom0.95
Top 5 Sectors%
Healthcare32.92
Technology25.89
Industrials17.63
Consumer Cyclical10.84
Financial Services8.05
Top 5 HoldingsSector%
Abiomed IncHealthcareHealthcare5.71
Nektar Therapeutics IncHealthcareHealthcare3.51
Eli Lilly and CoHealthcareHealthcare3.30
Seattle Genetics IncHealthcareHealthcare3.16
Southwest Airlines CoIndustrialsIndustrials2.76
Vanguard US Opportunities Inv GBP Inc