Iridian US Equity Y USD Inc

Performance History31/03/2019
Growth of 1,000 (EUR)
Iridian US Equity Y USD Inc
Fund6.16.57.4-20.021.6
+/-Cat-2.4-10.04.6-13.73.0
+/-Idx-2.6-10.73.3-15.52.9
 
Key Stats
NAV
04/04/2019
 USD 112.84
Day Change 0.45%
Morningstar Category™ US Mid-Cap Equity
ISIN IE00BNG8TH81
Fund Size (Mil)
23/05/2019
 USD 407.30
Share Class Size (Mil)
04/04/2019
 USD 0.22
Max Initial Charge -
Ongoing Charge
-
  -%
Investment Objective: Iridian US Equity Y USD Inc
The investment objective of the Fund is to provide long-term capital appreciation.There can be no assurance that the Fund will achieve its investment objective.
Returns
Trailing Returns (EUR)04/04/2019
YTD24.60
3 Years Annualised6.09
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Sturgis Woodberry
20/12/2013
Todd Raker
20/12/2013
Inception Date
28/08/2014
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Benchmarks
Fund BenchmarkMorningstar Benchmark
S&P 500 TR EURRussell Mid Cap TR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeYes
HedgingNo
OtherNot Specific
Portfolio Profile for  Iridian US Equity Y USD Inc31/03/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stocks98.550.0098.55
Bonds0.000.000.00
Cash1.450.001.45
Other0.000.000.00
Top 5 Regions%
United States95.72
Canada1.57
Asia - Emerging1.43
United Kingdom1.28
Latin America0.00
Top 5 Sectors%
Basic Materials19.65
Healthcare18.35
Technology16.83
Consumer Cyclical14.32
Industrials10.67
Top 5 HoldingsSector%
Anthem IncHealthcareHealthcare4.41
Wyndham Destinations IncConsumer CyclicalConsumer Cyclical4.21
Marathon Petroleum CorpEnergyEnergy4.19
Alexion Pharmaceuticals IncHealthcareHealthcare3.74
The Chemours CoBasic MaterialsBasic Materials3.64
Iridian US Equity Y USD Inc
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)