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Vanguard US Opportunities Ins USD Acc

Performance History30/09/2019
Growth of 1,000 (EUR)
Vanguard US Opportunities Ins USD Acc
Fund18.316.015.4-0.414.3
+/-Cat11.44.311.04.0-9.4
+/-Idx6.4-0.19.00.0-11.6
 
Key Stats
NAV
17/10/2019
 USD 878.37
Day Change -0.09%
Morningstar Category™ US Flex-Cap Equity
ISIN IE00B03HCY54
Fund Size (Mil)
17/10/2019
 USD 2139.04
Share Class Size (Mil)
17/10/2019
 USD 1509.26
Max Initial Charge -
Ongoing Charge
30/08/2019
  0.85%
Investment Objective: Vanguard US Opportunities Ins USD Acc
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 (EUR)17/10/2019
YTD12.57
3 Years Annualised12.79
5 Years Annualised16.39
10 Years Annualised18.34
12 Month Yield 0.00
Management
Manager Name
Start Date
Not Disclosed
08/04/2002
Inception Date
08/04/2002
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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
IncomeNo
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Vanguard US Opportunities Ins USD Acc30/06/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stocks99.900.0099.90
Bonds0.000.000.00
Cash0.000.000.00
Other0.100.000.10
Top 5 Regions%
United States90.91
Asia - Emerging2.20
Canada1.76
Europe - ex Euro1.63
United Kingdom1.19
Top 5 Sectors%
Healthcare30.35
Technology25.57
Industrials18.71
Consumer Cyclical11.12
Financial Services9.94
Top 5 HoldingsSector%
Abiomed IncHealthcareHealthcare3.26
Eli Lilly and CoHealthcareHealthcare2.93
Seattle Genetics IncHealthcareHealthcare2.80
Southwest Airlines CoIndustrialsIndustrials2.64
United Airlines Holdings IncIndustrialsIndustrials2.30
Vanguard US Opportunities Ins USD Acc
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)